Plan5500

Trend Services, Inc. Profit Sharing Plan — Form 5500 plan (Trend Services, 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, Trend Services, Inc. Profit Sharing Plan is a benefit plan reported by Trend Services, Inc. under EIN 72-0903785 and plan number 001. The latest loaded filing year is 2023. The filing reports 186 participants and $3,687,254 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Trend Services, Inc.
EIN
72-0903785
Plan number
001
Plan type
2
Location
Lafayette, LA
Latest filing year
2023
Participants
186
End-of-year plan assets
$3,687,254

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023186H, C20251104101832NAL0006536803001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,687,254
Total liabilities (EOY)
$0
Net assets (EOY)
$3,687,254
Net assets (BOY)
$3,149,392

Income & contributions

Employer contributions
$118,945
Participant contributions
$185,203
Total contributions
$304,148
Total income / additions
$727,989

Expenses & distributions

Benefits paid
$167,395
Administrative expenses
$22,732
Total expenses
$190,127
Net increase / (decrease)
$537,862

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs FinancialNONE$16,710not reported in the loaded dataset2023
The Vanguard Group, Inc.NONE$6,021$02023

Related Form 5500 pages