Triumvirate Environmental, Inc. Savings, Profit Sharing & Retirement Plan — Form 5500 plan (Triumvirate Environmental, Inc.)

Plain-English plan 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, Triumvirate Environmental, Inc. Savings, Profit Sharing & Retirement Plan is a benefit plan reported by Triumvirate Environmental, Inc. under EIN 04-3017601 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,108 participants and $45,872,376 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Triumvirate Environmental, Inc.
EIN
04-3017601
Plan number
001
Plan type
2
Location
Somerville, MA
Latest filing year
2023
Participants
1,108
End-of-year plan assets
$45,872,376

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,108H, C20241014151742NAL0026539057001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$45,872,376
Total liabilities (EOY)
$0
Net assets (EOY)
$45,872,376
Net assets (BOY)
$33,316,837

Income & contributions

Employer contributions
$956,896
Participant contributions
$5,439,972
Total contributions
$6,908,666
Total income / additions
$14,236,407

Expenses & distributions

Benefits paid
$1,573,507
Administrative expenses
$104,410
Total expenses
$1,680,868
Net increase / (decrease)
$12,555,539

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$89,410$02023
Global Retirement Partners LLCADVISOR$15,000not reported in the loaded dataset2023

Related Form 5500 pages