2023 Form 5500 filing — Triosim Corporation 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 20241010101356NAL0009898067001) for Triosim Corporation 401(K) Plan, reported by Triosim Corporation under EIN 47-4541904 and plan number 001. It reports 435 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)$9.9MReported net assets$9,889,015

Participants435

Provider compensation$30.5K2 Schedule C row(s)$30,487

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241010101356NAL0009898067001
Plan sponsor: Triosim Corporation
EIN: 47-4541904
Plan number: 001
Location: Appleton, WI
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)$9.9M total assets

Net assets$9.9MLiabilities—

Money in vs. money out

Total income / additions$3.6M

Total expenses$1.7M

Benefits paid / distributions$1.7M

Contributions

Employer$559K

Participant$1.2M

Full reported line items

Total assets (EOY): $9,889,015
Net assets (EOY): $9,889,015
Employer contributions: $559,000
Participant contributions: $1,200,088
Total income / additions: $3,589,380
Benefits paid: $1,673,240
Administrative expenses: $15,804
Total expenses: $1,690,554
Net increase / (decrease): $1,898,826

Schedule C

Reported service provider compensation

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

1
Nicolet National Bank$30.5K
SERVICE PROVIDER · Direct $0 · Indirect $30.5K
2
Voya Retirement Insur And Ann Co.$0
SERVICE PROVIDER · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010101356NAL0009898067001 cover?: It is the 2023 Form 5500 filing for Triosim Corporation 401(K) Plan, reported by Triosim Corporation (EIN 47-4541904).
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).