2023 Form 5500 filing — True Capital Partners 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 20241015143746NAL0014861235001) for True Capital Partners 401(K) Plan, reported by True Capital Partners, LLC under EIN 45-4747947 and plan number 001. It reports 742 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)$38.4MReported net assets$38,359,278
Participants742
Provider compensation$125.3K2 Schedule C row(s)$125,339
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015143746NAL0014861235001
- Plan sponsor
- True Capital Partners, LLC
- EIN
- 45-4747947
- Plan number
- 001
- Location
- Haddonfield, NJ
- 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)$38.4M total assets
Net assets$38.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $38,359,278
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,359,278
- Employer contributions
- $1,323,050
- Participant contributions
- $8,342,770
- Total income / additions
- $16,230,392
- Benefits paid
- $5,007,346
- Administrative expenses
- $115,194
- Total expenses
- $5,140,589
- Net increase / (decrease)
- $11,089,803
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $76,007 | $0 |
| Merrill Lynch Pierce Fenner & Smith | CONSULTANT | $39,187 | $10,145 |