2023 Form 5500 filing — Trideum 401(K) Profit Sharing 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 20241223161134NAL0005950867001) for Trideum 401(K) Profit Sharing Plan, reported by Trideum Corporation under EIN 20-2107822 and plan number 001. It reports 525 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241223161134NAL0005950867001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trideum Corporation
- EIN
- 20-2107822
- Plan number
- 001
- Location
- Huntsville, AL
- Participants
- 525
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,283,295
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,283,295
- Employer contributions
- $1,740,761
- Participant contributions
- $3,161,818
- Total income / additions
- $10,923,154
- Benefits paid
- $2,106,703
- Administrative expenses
- $108,781
- Total expenses
- $2,220,366
- Net increase / (decrease)
- $8,702,788
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $102,599 | $0 |
| Morgan Stanley Global Banking Opera | INVESTMENT MANAGEMENT | $0 | $62,377 |
| Creative Planning LLC | INV ADV, PARTICIPANTS | $6,113 | not reported in the loaded dataset |