2023 Form 5500 filing — Tri Pointe Group 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 20241009085646NAL0018059137001) for Tri Pointe Group 401(K) Profit Sharing Plan, reported by Tri Pointe Homes Holdings, Inc. under EIN 27-3201111 and plan number 001. It reports 2,051 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009085646NAL0018059137001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tri Pointe Homes Holdings, Inc.
- EIN
- 27-3201111
- Plan number
- 001
- Location
- Irvine, CA
- Participants
- 2,051
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $153,912,747
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $153,912,747
- Employer contributions
- $4,804,262
- Participant contributions
- $14,471,862
- Total income / additions
- $43,267,523
- Benefits paid
- $13,148,574
- Administrative expenses
- $389,609
- Total expenses
- $13,538,183
- Net increase / (decrease)
- $29,729,340
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | RECORDKEEPER/TRUSTEE | $210,917 | $0 |
| Creative Planning LLC | INVESTMENT ADVISOR | $78,224 | not reported in the loaded dataset |
| Vanguard Advisers Inc. | INVESTMENT ADVISOR | $62,942 | not reported in the loaded dataset |
| Creative Planning-Lockton Ret Svcs | INVESTMENT ADVISOR | $24,326 | not reported in the loaded dataset |
| Windes | AUDITOR | $17,250 | not reported in the loaded dataset |