2023 Form 5500 filing — Triad Engineering, Inc. 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 20241010124112NAL0020085201001) for Triad Engineering, Inc. 401(K) Plan, reported by Triad Engineering, Inc. under EIN 55-0592364 and plan number 001. It reports 265 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010124112NAL0020085201001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Triad Engineering, Inc.
- EIN
- 55-0592364
- Plan number
- 001
- Location
- Scott Depot, WV
- Participants
- 265
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,303,262
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,303,262
- Employer contributions
- $117,061
- Participant contributions
- $691,923
- Total income / additions
- $3,256,337
- Benefits paid
- $1,772,571
- Administrative expenses
- $21,476
- Total expenses
- $1,806,614
- Net increase / (decrease)
- $1,449,723
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward D Jones & Co Lp | INVESTMENT ADVISOR | $21,476 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 |