2023 Form 5500 filing — True Homes, 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 20241004070142NAL0019067840001) for True Homes, LLC 401(K) Plan, reported by True Homes, LLC under EIN 26-1483906 and plan number 001. It reports 507 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004070142NAL0019067840001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- True Homes, LLC
- EIN
- 26-1483906
- Plan number
- 001
- Location
- Monroe, NC
- Participants
- 507
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,412,451
- Total liabilities (EOY)
- $1,099
- Net assets (EOY)
- $18,411,352
- Employer contributions
- $1,212,992
- Participant contributions
- $2,699,131
- Total income / additions
- $6,340,903
- Benefits paid
- $1,104,813
- Administrative expenses
- $95,167
- Total expenses
- $1,241,731
- Net increase / (decrease)
- $5,099,172
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Life Agy | INVESTMENT ADVISOR | $0 | $37,505 |
| John Hancock Life Insurance Company | N/A | $3,066 | not reported in the loaded dataset |