2023 Form 5500 filing — Trend Technologies, LLC Savings And Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240912155552NAL0004550275001) for Trend Technologies, LLC Savings And Retirement Plan, reported by Trend Technologies, LLC under EIN 47-0898630 and plan number 002. It reports 332 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240912155552NAL0004550275001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trend Technologies, LLC
- EIN
- 47-0898630
- Plan number
- 002
- Location
- Chino, CA
- Participants
- 332
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,255,361
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,255,361
- Employer contributions
- $176,764
- Participant contributions
- $849,025
- Total income / additions
- $3,184,723
- Benefits paid
- $318,640
- Administrative expenses
- $39,216
- Total expenses
- $392,601
- Net increase / (decrease)
- $2,792,122
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nfp Retirement Inc | INVESTMENT ADVISOR | $33,510 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,706 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 |