2023 Form 5500 filing — Trinity Business Group, LLC 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 20240925075315NAL0013979729001) for Trinity Business Group, LLC 401(K) Plan, reported by Trinity Business Group, LLC under EIN 27-4373635 and plan number 001. It reports 159 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925075315NAL0013979729001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trinity Business Group, LLC
- EIN
- 27-4373635
- Plan number
- 001
- Location
- Baton Rouge, LA
- Participants
- 159
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,537,956
- Total liabilities (EOY)
- $391
- Net assets (EOY)
- $1,537,565
- Employer contributions
- $65,363
- Participant contributions
- $159,542
- Total income / additions
- $418,125
- Benefits paid
- $224,313
- Administrative expenses
- $7,055
- Total expenses
- $231,368
- Net increase / (decrease)
- $186,757
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $18,610 | $5,585 |
| Kestra Investment Services, LLC | INVESTMENT ADVISORY | $0 | $11,171 |
| The Haslauer Group, Inc. | TPA | $6,002 | $1,448 |