2023 Form 5500 filing — Truvista 401(K) 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 20241015101138NAL0029217361001) for Truvista 401(K) Retirement Plan, reported by Truvista Communications, Inc. under EIN 57-1011055 and plan number 002. It reports 277 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)$25.3MReported net assets$25,309,837
Participants277
Provider compensation$111K5 Schedule C row(s)$110,955
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015101138NAL0029217361001
Plan sponsor
Truvista Communications, Inc.
EIN
57-1011055
Plan number
002
Location
Chester, SC
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$25.3M total assets
Net assets$25.3MLiabilities$0
Money in vs. money out
Total income / additions$6.7M
Total expenses$3.1M
Benefits paid / distributions$3M
Contributions
Employer$714.1K
Participant$1M
Full reported line items
Total assets (EOY)
$25,309,837
Total liabilities (EOY)
$0
Net assets (EOY)
$25,309,837
Employer contributions
$714,112
Participant contributions
$1,023,850
Total income / additions
$6,710,212
Benefits paid
$3,045,884
Administrative expenses
$79,115
Total expenses
$3,128,129
Net increase / (decrease)
$3,582,083
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $79.1K · Indirect $0
  2. 2
    OTHER SERVICES · Direct $0 · Indirect $13.6K
  3. 3
    OTHER SERVICES · Direct $0 · Indirect $10.5K
  4. 4
    OTHER SERVICES · Direct $0 · Indirect $7.7K
  5. 5
    INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015101138NAL0029217361001 cover?
It is the 2023 Form 5500 filing for Truvista 401(K) Retirement Plan, reported by Truvista Communications, Inc. (EIN 57-1011055).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages