2023 Form 5500 filing — The Tri-M Group, L.L.C. 401(K) Savings & Investment 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 20241014122459NAL0026138113001) for The Tri-M Group, L.L.C. 401(K) Savings & Investment Plan, reported by The Tri-M Group, L.L.C. under EIN 04-3622615 and plan number 005. It reports 600 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014122459NAL0026138113001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Tri-M Group, L.L.C.
- EIN
- 04-3622615
- Plan number
- 005
- Location
- Kennett Square, PA
- Participants
- 600
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $63,866,519
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $63,866,519
- Employer contributions
- $1,127,708
- Participant contributions
- $4,033,724
- Total income / additions
- $14,431,389
- Benefits paid
- $4,794,774
- Administrative expenses
- $158,736
- Total expenses
- $4,953,510
- Net increase / (decrease)
- $9,477,879
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $81,772 | $0 |
| Morgan Stanley Global Ba | INVESTMENT ADVISORY | $77,037 | not reported in the loaded dataset |