2023 Form 5500 filing — Tribridge Residential 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 20241002134524NAL0004046627001) for Tribridge Residential 401(K) Plan, reported by Tribridge Residential, LLC under EIN 27-4292135 and plan number 001. It reports 461 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002134524NAL0004046627001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tribridge Residential, LLC
- EIN
- 27-4292135
- Plan number
- 001
- Location
- Atlanta, GA
- Participants
- 461
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,309,948
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,309,948
- Employer contributions
- $199,822
- Participant contributions
- $706,953
- Total income / additions
- $2,145,153
- Benefits paid
- $207,032
- Administrative expenses
- $58,369
- Total expenses
- $265,401
- Net increase / (decrease)
- $1,879,752
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | NONE | $20,356 | $0 |
| Baer Wealth Management | NONE | $9,123 | not reported in the loaded dataset |