2023 Form 5500 filing — Trimark Corporation 401k Retirement 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 20241010114954NAL0040619618001) for Trimark Corporation 401k Retirement Plan, reported by Trimark Corporation under EIN 42-1327045 and plan number 002. It reports 411 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010114954NAL0040619618001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trimark Corporation
- EIN
- 42-1327045
- Plan number
- 002
- Location
- New Hampton, IA
- Participants
- 411
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,055,477
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,055,477
- Participant contributions
- $1,070,601
- Total income / additions
- $4,984,305
- Benefits paid
- $2,123,444
- Administrative expenses
- $62,290
- Total expenses
- $2,185,734
- Net increase / (decrease)
- $2,798,571
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc | NONE | $36,833 | not reported in the loaded dataset |
| Empower Annuity Insurance Co. Of Am | NONE | $28,143 | $0 |
| Coastal Pension Services | NONE | $12,842 | not reported in the loaded dataset |
| Empower Retirement Advisory Service | NONE | $3,208 | not reported in the loaded dataset |