2023 Form 5500 filing — Truland Equipment, LLC 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 20241223102705NAL0019045874001) for Truland Equipment, LLC 401(K) Plan, reported by Truland Equipment, LLC under EIN 93-2065470 and plan number 001. It reports 242 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241223102705NAL0019045874001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Truland Equipment, LLC
- EIN
- 93-2065470
- Plan number
- 001
- Location
- Van Wert, OH
- Participants
- 242
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,581,964
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,581,964
- Employer contributions
- $827,472
- Participant contributions
- $1,502,413
- Total income / additions
- $6,680,396
- Benefits paid
- $3,471,289
- Administrative expenses
- $109,327
- Total expenses
- $3,580,616
- Net increase / (decrease)
- $3,099,780
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Commonwealth Financial Network | ADVISOR | $55,935 | not reported in the loaded dataset |
| Lincoln National Corporation | SERVICE PROVIDER | $53,392 | $0 |