Plan5500

Trevdan, Inc 401(K) Plan — Form 5500 plan (Trevdan, 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, Trevdan, Inc 401(K) Plan is a benefit plan reported by Trevdan, Inc under EIN 23-2201409 and plan number 001. The latest loaded filing year is 2023. The filing reports 124 participants and $11,496,183 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Trevdan, Inc
EIN
23-2201409
Plan number
001
Plan type
2
Location
Chester Springs, PA
Latest filing year
2023
Participants
124
End-of-year plan assets
$11,496,183

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023124H, C20240927144247NAL0001349219001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,496,183
Total liabilities (EOY)
$0
Net assets (EOY)
$11,496,183
Net assets (BOY)
$9,519,376

Income & contributions

Employer contributions
$154,756
Participant contributions
$619,004
Total contributions
$773,760
Total income / additions
$2,256,134

Expenses & distributions

Benefits paid
$235,461
Administrative expenses
$43,866
Total expenses
$279,327
Net increase / (decrease)
$1,976,807

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ameritas Life Insurance CorporationRECORDKEEPER$30,877not reported in the loaded dataset2023
Stadion Money ManagementNONE$7,972not reported in the loaded dataset2023
Stalker & Associates, Inc.CONTRACT ADMIN$5,016not reported in the loaded dataset2023

Related Form 5500 pages