Trusted Concepts Retirement Plan — Form 5500 plan (Trusted Concepts, 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, Trusted Concepts Retirement Plan is a benefit plan reported by Trusted Concepts, Inc. under EIN 46-0838604 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $120,341 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trusted Concepts, Inc.
- EIN
- 46-0838604
- Plan number
- 001
- Plan type
- 2
- Location
- Bulverde, TX
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $120,341
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240730124851NAL0020026977001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $120,341
- Net assets (EOY)
- $120,341
- Net assets (BOY)
- $133,369
Income & contributions
- Total income / additions
- -$10,993
Expenses & distributions
- Benefits paid
- $2,000
- Administrative expenses
- $35
- Total expenses
- $2,035
- Net increase / (decrease)
- -$13,028
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.