2023 Form 5500 filing — Truman Capital Advisors 401k 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 20240930071050NAL0002475427001) for Truman Capital Advisors 401k Plan, reported by Truman Capital Advisors, Lp under EIN 32-0251511 and plan number 001. It reports 23 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240930071050NAL0002475427001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Truman Capital Advisors, Lp
- EIN
- 32-0251511
- Plan number
- 001
- Location
- Armonk, NY
- Participants
- 23
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,071,452
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,071,452
- Employer contributions
- $0
- Participant contributions
- $139,889
- Total income / additions
- $1,216,933
- Benefits paid
- $178,617
- Administrative expenses
- $14,920
- Total expenses
- $193,537
- Net increase / (decrease)
- $1,023,396
- Schedule source
- Schedule I