2023 Form 5500 filing — Trumbull Campbell Associates, Inc. 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240312065932NAL0034312529001) for Trumbull Campbell Associates, Inc. 401(K) Plan, reported by Trumbull Campbell Associates, Inc. under EIN 20-5874044 and plan number 001. It reports 35 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$0Reported net assets
Participants35
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240312065932NAL0034312529001
Plan sponsor
Trumbull Campbell Associates, Inc.
EIN
20-5874044
Plan number
001
Location
Newburyport, MA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Money in vs. money out
Total income / additions$135.5K
Total expenses$431.6K
Benefits paid / distributions$407.1K
Contributions
Employer$4.2K
Participant$7.7K
Full reported line items
Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Employer contributions
$4,238
Participant contributions
$7,660
Total income / additions
$135,478
Benefits paid
$407,124
Administrative expenses
$8,980
Total expenses
$431,610
Net increase / (decrease)
-$296,132

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240312065932NAL0034312529001 cover?
It is the 2023 Form 5500 filing for Trumbull Campbell Associates, Inc. 401(K) Plan, reported by Trumbull Campbell Associates, Inc. (EIN 20-5874044).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages