2023 Form 5500 filing — Trudeau Institute 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 20241007094717NAL0007457571001) for Trudeau Institute Retirement Plan, reported by Trudeau Institute, Inc. under EIN 14-1401413 and plan number 001. It reports 348 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007094717NAL0007457571001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trudeau Institute, Inc.
- EIN
- 14-1401413
- Plan number
- 001
- Location
- Saranac Lake, NY
- Participants
- 348
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,993,443
- Net assets (EOY)
- $28,993,443
- Employer contributions
- $220,618
- Participant contributions
- $242,374
- Total income / additions
- $3,888,081
- Benefits paid
- $1,814,014
- Administrative expenses
- $38,696
- Total expenses
- $1,852,710
- Net increase / (decrease)
- $2,035,371
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mayflower Financial Advisors LLC | not reported in the loaded dataset | $19,000 | not reported in the loaded dataset |
| Tiaa | not reported in the loaded dataset | $9,476 | $0 |
| Bst & Co. Cpa'S Llp | not reported in the loaded dataset | $8,675 | $0 |