2023 Form 5500 filing — Triosim Corporation 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 20241010101356NAL0009898067001) for Triosim Corporation 401(K) Plan, reported by Triosim Corporation under EIN 47-4541904 and plan number 001. It reports 435 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$9.9MReported net assets$9,889,015
Participants435
Provider compensation$30.5K2 Schedule C row(s)$30,487
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010101356NAL0009898067001
Plan sponsor
Triosim Corporation
EIN
47-4541904
Plan number
001
Location
Appleton, WI
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$9.9M total assets
Net assets$9.9MLiabilities
Money in vs. money out
Total income / additions$3.6M
Total expenses$1.7M
Benefits paid / distributions$1.7M
Contributions
Employer$559K
Participant$1.2M
Full reported line items
Total assets (EOY)
$9,889,015
Net assets (EOY)
$9,889,015
Employer contributions
$559,000
Participant contributions
$1,200,088
Total income / additions
$3,589,380
Benefits paid
$1,673,240
Administrative expenses
$15,804
Total expenses
$1,690,554
Net increase / (decrease)
$1,898,826

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Nicolet National BankSERVICE PROVIDER$0$30,487
Voya Retirement Insur And Ann Co.SERVICE PROVIDERnot reported in the loaded dataset$0

Related Form 5500 pages