2023 Form 5500 filing — The Tremont Group 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 20250714175645NAL0001365537001) for The Tremont Group 401(K) Profit Sharing Plan, reported by The Tremont Group, Incorporated under EIN 68-0230147 and plan number 001. It reports 257 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250714175645NAL0001365537001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Tremont Group, Incorporated
- EIN
- 68-0230147
- Plan number
- 001
- Location
- Woodland, CA
- Participants
- 257
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,365,125
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,365,125
- Employer contributions
- $1,030,354
- Participant contributions
- $1,355,448
- Total income / additions
- $9,356,339
- Benefits paid
- $1,917,183
- Administrative expenses
- $47,524
- Total expenses
- $1,964,707
- Net increase / (decrease)
- $7,391,632
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $31,033 | $0 |
| Kcoe Isom, Llp | ACCOUNTANT/AUDITOR | $16,000 | not reported in the loaded dataset |