2023 Form 5500 filing — Trove Brands 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 20241003162110NAL0005045651001) for Trove Brands 401(K) Plan, reported by Trove Brands, LLC under EIN 87-0663411 and plan number 001. It reports 210 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)$8.9MReported net assets$8,904,956
Participants210
Provider compensation$47.2K4 Schedule C row(s)$47,165
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241003162110NAL0005045651001
Plan sponsor
Trove Brands, LLC
EIN
87-0663411
Plan number
001
Location
Lehi, UT
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)$8.9M total assets
Net assets$8.9MLiabilities$0
Money in vs. money out
Total income / additions$2.7M
Total expenses$253.4K
Benefits paid / distributions$180.2K
Contributions
Employer$456K
Participant$909.8K
Full reported line items
Total assets (EOY)
$8,904,956
Total liabilities (EOY)
$0
Net assets (EOY)
$8,904,956
Employer contributions
$455,969
Participant contributions
$909,768
Total income / additions
$2,725,670
Benefits paid
$180,229
Administrative expenses
$73,125
Total expenses
$253,354
Net increase / (decrease)
$2,472,316
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISOR · Direct $25.9K
  2. 2
    RECORDKEEPER · Direct $15K · Indirect $0
  3. 3
    INVESTMENT MANAGEMENT · Direct $5.2K
  4. 4
    CONTRACT ADMIN · Direct $1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241003162110NAL0005045651001 cover?
It is the 2023 Form 5500 filing for Trove Brands 401(K) Plan, reported by Trove Brands, LLC (EIN 87-0663411).
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