Truman Capital Advisors 401k Plan — Form 5500 plan (Truman Capital Advisors, Lp)
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, Truman Capital Advisors 401k Plan is a benefit plan reported by Truman Capital Advisors, Lp under EIN 32-0251511 and plan number 001. The latest loaded filing year is 2023. The filing reports 23 participants and $6,071,452 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Truman Capital Advisors, Lp
- EIN
- 32-0251511
- Plan number
- 001
- Plan type
- 2
- Location
- Armonk, NY
- Latest filing year
- 2023
- Participants
- 23
- End-of-year plan assets
- $6,071,452
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 23 | I | 20240930071050NAL0002475427001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $6,071,452
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,071,452
- Net assets (BOY)
- $5,048,056
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $139,889
- Total income / additions
- $1,216,933
Expenses & distributions
- Benefits paid
- $178,617
- Administrative expenses
- $14,920
- Total expenses
- $193,537
- Net increase / (decrease)
- $1,023,396
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.