2023 Form 5500 filing — Training And Research Foundation 401(K) Profit Sharing Plan (Restated Money Purchase Pension 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 20240731235109NAL0023266753001) for Training And Research Foundation 401(K) Profit Sharing Plan (Restated Money Purchase Pension Plan), reported by Training And Research Foundation under EIN 95-2958220 and plan number 001. It reports 140 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.6MReported net assets$2,557,358

Participants140

Provider compensation$4551 Schedule C row(s)

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240731235109NAL0023266753001
Plan sponsor: Training And Research Foundation
EIN: 95-2958220
Plan number: 001
Location: Tustin, CA
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 H · 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

Money in vs. money out

Total income / additions$388.1K

Total expenses$299.6K

Benefits paid / distributions$299.1K

Contributions

Employer$15K

Participant$1.9K

Full reported line items

Total assets (EOY): $2,557,358
Total liabilities (EOY): $0
Net assets (EOY): $2,557,358
Employer contributions: $14,951
Participant contributions: $1,902
Total income / additions: $388,101
Benefits paid: $299,112
Administrative expenses: $454
Total expenses: $299,566
Net increase / (decrease): $88,535

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Mutual Of America Investment Corp$455
RECORDKEEPER · Direct $455 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240731235109NAL0023266753001 cover?: It is the 2023 Form 5500 filing for Training And Research Foundation 401(K) Profit Sharing Plan (Restated Money Purchase Pension Plan), reported by Training And Research Foundation (EIN 95-2958220).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).