2023 Form 5500 filing — Trevdan, 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 20240927144247NAL0001349219001) for Trevdan, Inc 401(K) Plan, reported by Trevdan, Inc under EIN 23-2201409 and plan number 001. It reports 124 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)$11.5MReported net assets$11,496,183
Participants124
Provider compensation$43.9K3 Schedule C row(s)$43,865
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240927144247NAL0001349219001
Plan sponsor
Trevdan, Inc
EIN
23-2201409
Plan number
001
Location
Chester Springs, PA
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)$11.5M total assets
Net assets$11.5MLiabilities$0
Money in vs. money out
Total income / additions$2.3M
Total expenses$279.3K
Benefits paid / distributions$235.5K
Contributions
Employer$154.8K
Participant$619K
Full reported line items
Total assets (EOY)
$11,496,183
Total liabilities (EOY)
$0
Net assets (EOY)
$11,496,183
Employer contributions
$154,756
Participant contributions
$619,004
Total income / additions
$2,256,134
Benefits paid
$235,461
Administrative expenses
$43,866
Total expenses
$279,327
Net increase / (decrease)
$1,976,807
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $30.9K
  2. 2
    NONE · Direct $8K
  3. 3
    CONTRACT ADMIN · Direct $5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240927144247NAL0001349219001 cover?
It is the 2023 Form 5500 filing for Trevdan, Inc 401(K) Plan, reported by Trevdan, Inc (EIN 23-2201409).
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).

Related Form 5500 pages