2023 Form 5500 filing — Truescripts Management Services, 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 20241007150434NAL0007705443001) for Truescripts Management Services, LLC 401(K) Plan, reported by Truescripts Management Services, LLC under EIN 46-4334244 and plan number 001. It reports 125 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)$10.7MReported net assets$10,658,029
Participants125
Provider compensation$19.4K2 Schedule C row(s)$19,361
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241007150434NAL0007705443001
- Plan sponsor
- Truescripts Management Services, LLC
- EIN
- 46-4334244
- Plan number
- 001
- Location
- Washington, IN
- Received date
- not reported in the loaded dataset
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)$10.7M total assets
Net assets$10.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $10,658,029
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,658,029
- Employer contributions
- $1,249,837
- Participant contributions
- $1,021,690
- Total income / additions
- $3,928,606
- Benefits paid
- $291,032
- Administrative expenses
- $19,361
- Total expenses
- $310,393
- Net increase / (decrease)
- $3,618,213
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward Jones | INVESTMENT ADVISOR | $19,011 | not reported in the loaded dataset |
| Capital Group Retirement Plan Svcs | RECORDKEEPER | $350 | $0 |