Trinity Accounting Group, P.C. 401(K) Profit Sharing Plan — Form 5500 plan (Trinity Accounting Group, P.C.)
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, Trinity Accounting Group, P.C. 401(K) Profit Sharing Plan is a benefit plan reported by Trinity Accounting Group, P.C. under EIN 58-2143152 and plan number 001. The latest loaded filing year is 2023. The filing reports 31 participants and $5,405,460 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trinity Accounting Group, P.C.
- EIN
- 58-2143152
- Plan number
- 001
- Plan type
- 2
- Location
- Athens, GA
- Latest filing year
- 2023
- Participants
- 31
- End-of-year plan assets
- $5,405,460
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 31 | I | 20240709084256NAL0015139425001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $5,405,460
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,405,460
- Net assets (BOY)
- $4,432,376
Income & contributions
- Employer contributions
- $184,997
- Participant contributions
- $186,706
- Total income / additions
- $1,218,605
Expenses & distributions
- Benefits paid
- $220,901
- Administrative expenses
- $24,620
- Total expenses
- $245,521
- Net increase / (decrease)
- $973,084
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.