2023 Form 5500 filing — Truwealth Advisors LLC 401(K) Profit Sharing Plan And Trust
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 20240718103452NAL0003333603001) for Truwealth Advisors LLC 401(K) Profit Sharing Plan And Trust, reported by Truwealth Advisors LLC under EIN 85-2031261 and plan number 001. It reports 25 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$2.6MReported net assets$2,623,184
Participants25
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20240718103452NAL0003333603001
- Plan sponsor
- Truwealth Advisors LLC
- EIN
- 85-2031261
- Plan number
- 001
- Location
- Metairie, LA
- 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.
Reported balance (end of year)$2.6M total assets
Net assets$2.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $2,623,184
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,623,184
- Employer contributions
- $119,215
- Participant contributions
- $380,651
- Total income / additions
- $1,055,196
- Benefits paid
- $20,606
- Administrative expenses
- $3,560
- Total expenses
- $24,166
- Net increase / (decrease)
- $1,031,030
Frequently asked questions
- What does EFAST2 acknowledgement 20240718103452NAL0003333603001 cover?
- It is the 2023 Form 5500 filing for Truwealth Advisors LLC 401(K) Profit Sharing Plan And Trust, reported by Truwealth Advisors LLC (EIN 85-2031261).
- Which Form 5500 schedules are attached to this 2023 filing?
- Attached schedules in the loaded dataset include Schedule I (small plan financials).