Truesdell Corporation Savings/Retirement Plan — Form 5500 plan (Truesdell Corporation)
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, Truesdell Corporation Savings/Retirement Plan is a benefit plan reported by Truesdell Corporation under EIN 86-0396664 and plan number 003. The latest loaded filing year is 2023. The filing reports 225 participants and $5,940,281 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Truesdell Corporation
- EIN
- 86-0396664
- Plan number
- 003
- Plan type
- 2
- Location
- Tempe, AZ
- Latest filing year
- 2023
- Participants
- 225
- End-of-year plan assets
- $5,940,281
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 225 | H, C | 20240923113953NAL0011308641001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,940,281
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,940,281
- Net assets (BOY)
- $4,994,975
Income & contributions
- Employer contributions
- $294,690
- Participant contributions
- $429,886
- Total contributions
- $724,576
- Total income / additions
- $1,607,871
Expenses & distributions
- Benefits paid
- $605,759
- Administrative expenses
- $51,242
- Total expenses
- $662,565
- Net increase / (decrease)
- $945,306
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pension Planning Consultants, Inc. | TPA | $19,487 | $0 | 2023 |
| John Hancock Life Insurance Company | RECORDKEEPER | $386 | $0 | 2023 |