Trinity Business Group, LLC 401(K) Plan — Form 5500 plan (Trinity Business Group, LLC)

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, Trinity Business Group, LLC 401(K) Plan is a benefit plan reported by Trinity Business Group, LLC under EIN 27-4373635 and plan number 001. The latest loaded filing year is 2023. The filing reports 159 participants and $1,537,956 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Trinity Business Group, LLC
EIN
27-4373635
Plan number
001
Plan type
2
Location
Baton Rouge, LA
Latest filing year
2023
Participants
159
End-of-year plan assets
$1,537,956

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023159H, C20240925075315NAL0013979729001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,537,956
Total liabilities (EOY)
$391
Net assets (EOY)
$1,537,565
Net assets (BOY)
$1,350,808

Income & contributions

Employer contributions
$65,363
Participant contributions
$159,542
Total contributions
$224,905
Total income / additions
$418,125

Expenses & distributions

Benefits paid
$224,313
Administrative expenses
$7,055
Total expenses
$231,368
Net increase / (decrease)
$186,757

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideRECORDKEEPER$18,610$5,5852023
Kestra Investment Services, LLCINVESTMENT ADVISORY$0$11,1712023
The Haslauer Group, Inc.TPA$6,002$1,4482023

Related Form 5500 pages