Trimark Corporation 401k Retirement Plan — Form 5500 plan (Trimark Corporation)
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, Trimark Corporation 401k Retirement Plan is a benefit plan reported by Trimark Corporation under EIN 42-1327045 and plan number 002. The latest loaded filing year is 2023. The filing reports 411 participants and $23,055,477 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trimark Corporation
- EIN
- 42-1327045
- Plan number
- 002
- Plan type
- 2
- Location
- New Hampton, IA
- Latest filing year
- 2023
- Participants
- 411
- End-of-year plan assets
- $23,055,477
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 411 | H, C | 20241010114954NAL0040619618001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,055,477
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,055,477
- Net assets (BOY)
- $20,256,906
Income & contributions
- Participant contributions
- $1,070,601
- Total contributions
- $1,975,894
- Total income / additions
- $4,984,305
Expenses & distributions
- Benefits paid
- $2,123,444
- Administrative expenses
- $62,290
- Total expenses
- $2,185,734
- Net increase / (decrease)
- $2,798,571
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc | NONE | $36,833 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co. Of Am | NONE | $28,143 | $0 | 2023 |
| Coastal Pension Services | NONE | $12,842 | not reported in the loaded dataset | 2023 |
| Empower Retirement Advisory Service | NONE | $3,208 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trimark Corporation
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in New Hampton, IA
- Ubs Financial Services Inc — Schedule C compensation
- Empower Annuity Insurance Co. Of Am — Schedule C compensation
- Coastal Pension Services — Schedule C compensation
- Empower Retirement Advisory Service — Schedule C compensation