2023 Form 5500 filing — Trevdan, 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 20240927144247NAL0001349219001) for Trevdan, Inc 401(K) Plan, reported by Trevdan, Inc under EIN 23-2201409 and plan number 001. It reports 124 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927144247NAL0001349219001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trevdan, Inc
- EIN
- 23-2201409
- Plan number
- 001
- Location
- Chester Springs, PA
- Participants
- 124
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,496,183
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,496,183
- Employer contributions
- $154,756
- Participant contributions
- $619,004
- Total income / additions
- $2,256,134
- Benefits paid
- $235,461
- Administrative expenses
- $43,866
- Total expenses
- $279,327
- Net increase / (decrease)
- $1,976,807
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ameritas Life Insurance Corporation | RECORDKEEPER | $30,877 | not reported in the loaded dataset |
| Stadion Money Management | NONE | $7,972 | not reported in the loaded dataset |
| Stalker & Associates, Inc. | CONTRACT ADMIN | $5,016 | not reported in the loaded dataset |