2023 Form 5500 filing — Trilogy Solutions, Inc. 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 20241010122128NAL0009978115001) for Trilogy Solutions, Inc. Retirement Plan, reported by Trilogy Solutions, Inc. under EIN 20-1861617 and plan number 001. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$545.7KReported net assets$545,745
Participants3
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241010122128NAL0009978115001
Plan sponsor
Trilogy Solutions, Inc.
EIN
20-1861617
Plan number
001
Location
Woodbridge, VA
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 I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$545.7K total assets
Net assets$545.7KLiabilities
Money in vs. money out
Total income / additions$146.1K
Total expenses$1.3K
Benefits paid / distributionsNot reported
Contributions
Employer$34.9K
Participant$34.9K
Full reported line items
Total assets (EOY)
$545,745
Net assets (EOY)
$545,745
Employer contributions
$34,900
Participant contributions
$34,900
Total income / additions
$146,082
Administrative expenses
$1,290
Total expenses
$1,290
Net increase / (decrease)
$144,792

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010122128NAL0009978115001 cover?
It is the 2023 Form 5500 filing for Trilogy Solutions, Inc. Retirement Plan, reported by Trilogy Solutions, Inc. (EIN 20-1861617).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages