2023 Form 5500 filing — Trillium Corp. 401(K) Profit Sharing 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 20241008153737NAL0017897377001) for Trillium Corp. 401(K) Profit Sharing Plan, reported by Trillium Corporation under EIN 91-0913168 and plan number 001. It reports 308 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)$18.9MReported net assets$18,874,905
Participants308
Provider compensation$9K1 Schedule C row(s)$9,003
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008153737NAL0017897377001
Plan sponsor
Trillium Corporation
EIN
91-0913168
Plan number
001
Location
Chehalis, WA
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)$18.9M total assets
Net assets$18.9MLiabilities$0
Money in vs. money out
Total income / additions$4.5M
Total expenses$1.7M
Benefits paid / distributions$1.7M
Contributions
Employer$641.4K
Participant$1.2M
Full reported line items
Total assets (EOY)
$18,874,905
Total liabilities (EOY)
$0
Net assets (EOY)
$18,874,905
Employer contributions
$641,439
Participant contributions
$1,166,951
Total income / additions
$4,465,135
Benefits paid
$1,658,129
Administrative expenses
$9,000
Total expenses
$1,667,129
Net increase / (decrease)
$2,798,006

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Ascensus LLCNONE$9,000$3

Related Form 5500 pages