Trm Innovative Hearth Products 401(K) Plan — Form 5500 plan (Trm Innovative Hearth Products)
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, Trm Innovative Hearth Products 401(K) Plan is a benefit plan reported by Trm Innovative Hearth Products under EIN 92-1461302 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,114 participants and $10,353,010 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trm Innovative Hearth Products
- EIN
- 92-1461302
- Plan number
- 001
- Plan type
- 2
- Location
- Russellville, AL
- Latest filing year
- 2023
- Participants
- 1,114
- End-of-year plan assets
- $10,353,010
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,114 | H, C | 20250926152613NAL0009545409001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,353,010
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,353,010
- Net assets (BOY)
- $11,526,264
Income & contributions
- Employer contributions
- $541,734
- Participant contributions
- $825,436
- Total contributions
- $1,440,809
- Total income / additions
- $3,116,351
Expenses & distributions
- Benefits paid
- $4,260,359
- Administrative expenses
- $30,262
- Total expenses
- $4,289,605
- Net increase / (decrease)
- -$1,173,254
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $30,262 | $0 | 2023 |
| Strategies Wealth Advisors | INVESTMENT ADVISORY | $0 | $15,389 | 2023 |
| Kestra Investment Services LLC | OTHER SERVICES | $0 | $10,072 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trm Innovative Hearth Products
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Russellville, AL
- Principal Life Insurance Company — Schedule C compensation
- Strategies Wealth Advisors — Schedule C compensation
- Kestra Investment Services LLC — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation