2023 Form 5500 filing — Truvian 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 20241011112014NAL0044101026001) for Truvian 401(K) Plan, reported by Truvian Sciences, Inc. under EIN 47-4996745 and plan number 001. It reports 150 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011112014NAL0044101026001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Truvian Sciences, Inc.
- EIN
- 47-4996745
- Plan number
- 001
- Location
- San Diego, CA
- Participants
- 150
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,958,870
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,958,870
- Employer contributions
- $0
- Participant contributions
- $1,237,693
- Total income / additions
- $2,028,528
- Benefits paid
- $523,286
- Administrative expenses
- $31,741
- Total expenses
- $555,027
- Net increase / (decrease)
- $1,473,501
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cambridge Investment Research Inc | BROKER/ADVISOR | $0 | $15,239 |
| Premier Plan Consultants | CONTRACT ADMIN | $0 | $3,067 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $0 | $0 |
| Empower Advisory Group, LLC | INV MGMT | $0 | not reported in the loaded dataset |