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 Management, LLC 401(K) Plan is a benefit plan reported by Trinity Management, LLC under EIN 80-0768823 and plan number 001. The latest loaded filing year is 2023. The filing reports 255 participants and $7,701,974 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,701,974
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,701,974
- Net assets (BOY)
- $6,265,358
Income & contributions
- Employer contributions
- $322,035
- Participant contributions
- $662,636
- Total contributions
- $1,002,203
- Total income / additions
- $2,107,242
Expenses & distributions
- Benefits paid
- $663,306
- Administrative expenses
- $10,175
- Total expenses
- $670,626
- Net increase / (decrease)
- $1,436,616