2023 Form 5500 filing — Truvant 401(K) Profit Sharing 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 20241008101832NAL0028329952001) for Truvant 401(K) Profit Sharing Plan, reported by Truvant under EIN 39-1787024 and plan number 001. It reports 833 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008101832NAL0028329952001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Truvant
- EIN
- 39-1787024
- Plan number
- 001
- Location
- Prairie Du Chien, WI
- Participants
- 833
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,643,543
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,643,543
- Employer contributions
- $535,652
- Participant contributions
- $945,794
- Total income / additions
- $3,330,594
- Benefits paid
- $1,091,450
- Administrative expenses
- $74,727
- Total expenses
- $1,166,177
- Net increase / (decrease)
- $2,164,417
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Trust Point Inc | NONE | $74,727 | not reported in the loaded dataset |