Trimont LLC 401(K) Plan — Form 5500 plan (Trimont 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, Trimont LLC 401(K) Plan is a benefit plan reported by Trimont LLC under EIN 58-1524431 and plan number 001. The latest loaded filing year is 2023. The filing reports 467 participants and $61,034,372 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$61MPlan net assets, end of year$61,034,372
Participants467Covered participants reported
Assets / participant$130.7KComputed: assets ÷ participants$130,695 (computed)
Provider compensation$77.7K4 Schedule C provider row(s)$77,690
- Plan sponsor
- Trimont LLC
- EIN
- 58-1524431
- Plan number
- 001
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 467 | H, C | 20241015082154NAL0027821105001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$61M total assets
Net assets$61MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $61,034,372
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $61,034,372
- Net assets (BOY)
- $53,825,290
Income & contributions
- Employer contributions
- $1,906,655
- Participant contributions
- $3,086,270
- Total contributions
- $5,313,736
- Total income / additions
- $14,123,620
Expenses & distributions
- Benefits paid
- $6,806,267
- Administrative expenses
- $77,690
- Total expenses
- $6,914,538
- Net increase / (decrease)
- $7,209,082
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
38%62%
Employer 38%Participant 62%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income48%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| White Horse Advisors, LLC | INVESTMENT/FINANCIAL ADVI | $40,000 | $0 | 2023 |
| Bdo Usa , P.C. | ACCOUNTANT | $32,905 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $4,785 | $0 | 2023 |
| Td Ameritrade, Inc. | SECURITES BROKER | $0 | $0 | 2023 |