2023 Form 5500 filing — Trifecta Medical LLC 401(K) Profit Sharing Plan & Trust

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 20241009073356NAL0030664928001) for Trifecta Medical LLC 401(K) Profit Sharing Plan & Trust, reported by Trifecta Medical LLC under EIN 81-3062958 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)$215KReported net assets$215,030
Participants125
Provider compensation$6.3K1 Schedule C row(s)$6,343
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009073356NAL0030664928001
Plan sponsor
Trifecta Medical LLC
EIN
81-3062958
Plan number
001
Location
Castle Rock, CO
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)$215K total assets
Net assets$215KLiabilities$0
Money in vs. money out
Total income / additions$120.2K
Total expenses$53.3K
Benefits paid / distributions$44.3K
Contributions
Employer$0
Participant$91.7K
Full reported line items
Total assets (EOY)
$215,030
Total liabilities (EOY)
$0
Net assets (EOY)
$215,030
Employer contributions
$0
Participant contributions
$91,718
Total income / additions
$120,224
Benefits paid
$44,267
Administrative expenses
$7,997
Total expenses
$53,315
Net increase / (decrease)
$66,909
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $6.3K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009073356NAL0030664928001 cover?
It is the 2023 Form 5500 filing for Trifecta Medical LLC 401(K) Profit Sharing Plan & Trust, reported by Trifecta Medical LLC (EIN 81-3062958).
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