2023 Form 5500 filing — Trl Systems, Inc. 401(K) 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 20240923233704NAL0021750128001) for Trl Systems, Inc. 401(K) Plan, reported by Trl Systems, Inc. under EIN 95-3609841 and plan number 001. It reports 326 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923233704NAL0021750128001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trl Systems, Inc.
- EIN
- 95-3609841
- Plan number
- 001
- Location
- Rancho Cucamonga, CA
- Participants
- 326
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,586,976
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,586,976
- Employer contributions
- $201,403
- Participant contributions
- $1,357,706
- Total income / additions
- $3,441,980
- Benefits paid
- $1,262,066
- Administrative expenses
- $51,104
- Total expenses
- $1,313,170
- Net increase / (decrease)
- $2,128,810
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nfp Retirement Inc | INVESTMENT ADVISORY - PL | $50,874 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORDKEEPER | $9,343 | $0 |
| Futureplan By Ascensus | TPA | $6,473 | $41 |