2023 Form 5500 filing — Truesdell Corporation Savings/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 20240923113953NAL0011308641001) for Truesdell Corporation Savings/Retirement Plan, reported by Truesdell Corporation under EIN 86-0396664 and plan number 003. It reports 225 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923113953NAL0011308641001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Truesdell Corporation
- EIN
- 86-0396664
- Plan number
- 003
- Location
- Tempe, AZ
- Participants
- 225
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,940,281
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,940,281
- Employer contributions
- $294,690
- Participant contributions
- $429,886
- Total income / additions
- $1,607,871
- Benefits paid
- $605,759
- Administrative expenses
- $51,242
- Total expenses
- $662,565
- Net increase / (decrease)
- $945,306
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pension Planning Consultants, Inc. | TPA | $19,487 | $0 |
| John Hancock Life Insurance Company | RECORDKEEPER | $386 | $0 |