Trust Point Inc 401(K) Profit Sharing Plan — Form 5500 plan (Trust Point 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, Trust Point Inc 401(K) Profit Sharing Plan is a benefit plan reported by Trust Point Inc under EIN 39-0415000 and plan number 001. The latest loaded filing year is 2023. The filing reports 142 participants and $38,621,612 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trust Point Inc
- EIN
- 39-0415000
- Plan number
- 001
- Plan type
- 2
- Location
- La Crosse, WI
- Latest filing year
- 2023
- Participants
- 142
- End-of-year plan assets
- $38,621,612
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 142 | H, C | 20240724101427NAL0007334787001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,621,612
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,621,612
- Net assets (BOY)
- $32,324,596
Income & contributions
- Employer contributions
- $1,083,489
- Participant contributions
- $864,583
- Total contributions
- $2,703,918
- Total income / additions
- $7,156,640
Expenses & distributions
- Benefits paid
- $832,047
- Administrative expenses
- $21,050
- Total expenses
- $859,624
- Net increase / (decrease)
- $6,297,016
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rsm Us Llp | NONE | $21,000 | not reported in the loaded dataset | 2023 |
| Trust Point Inc | NONE | $0 | not reported in the loaded dataset | 2023 |