2023 Form 5500 filing — Trimble Inc. Savings And Retirement 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 20241011180113NAL0011253859001) for Trimble Inc. Savings And Retirement Plan, reported by Trimble Inc. under EIN 94-2802192 and plan number 001. It reports 7,405 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)$980.7MReported net assets$980,655,359
Participants7.4K7,405
Provider compensation$685.6K4 Schedule C row(s)$685,590
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011180113NAL0011253859001
- Plan sponsor
- Trimble Inc.
- EIN
- 94-2802192
- Plan number
- 001
- Location
- Sunnyvale, CA
- 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)$980.7M total assets
Net assets$980.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $980,655,359
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $980,655,359
- Employer contributions
- $15,297,185
- Participant contributions
- $57,983,164
- Total income / additions
- $242,405,903
- Benefits paid
- $85,526,132
- Administrative expenses
- $685,422
- Total expenses
- $86,199,442
- Net increase / (decrease)
- $156,206,461
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $347,790 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $281,975 | not reported in the loaded dataset |
| Mercer Investments | PLAN SPONSOR | $42,500 | not reported in the loaded dataset |
| Moss Adams Llp | ACCOUNTANT/AUDITOR | $13,325 | not reported in the loaded dataset |