2023 Form 5500 filing — Trillium Flow Technologies 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 20241009164654NAL0019656529001) for Trillium Flow Technologies 401(K) Plan, reported by Fr Flow Control Valves Us Bidco Inc. under EIN 83-4244368 and plan number 001. It reports 639 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)$25.9MReported net assets$25,925,409
Participants639
Provider compensation$49.1K2 Schedule C row(s)$49,144
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009164654NAL0019656529001
Plan sponsor
Fr Flow Control Valves Us Bidco Inc.
EIN
83-4244368
Plan number
001
Location
Houston, TX
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)$25.9M total assets
Net assets$25.9MLiabilities$0
Money in vs. money out
Total income / additions$8.5M
Total expenses$2.7M
Benefits paid / distributions$2.6M
Contributions
Employer$1.7M
Participant$2.7M
Full reported line items
Total assets (EOY)
$25,925,409
Total liabilities (EOY)
$0
Net assets (EOY)
$25,925,409
Employer contributions
$1,681,197
Participant contributions
$2,685,382
Total income / additions
$8,472,991
Benefits paid
$2,603,899
Administrative expenses
$49,319
Total expenses
$2,653,218
Net increase / (decrease)
$5,819,773

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Gallagher Fiduciary AdvisorsNONE$32,366not reported in the loaded dataset
The Vanguard Group, Inc.NONE$16,778$0

Related Form 5500 pages