2023 Form 5500 filing — Truenorth Companies, L.C. 401(K) Profit Sharing 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 20241010163044NAL0011733523002) for Truenorth Companies, L.C. 401(K) Profit Sharing Plan, reported by Truenorth Companies, L.C. under EIN 42-1513015 and plan number 001. It reports 429 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)$53.7MReported net assets$53,663,306
Participants429
Provider compensation$66.4K2 Schedule C row(s)$66,406
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241010163044NAL0011733523002
- Plan sponsor
- Truenorth Companies, L.C.
- EIN
- 42-1513015
- Plan number
- 001
- Location
- Cedar Rapids, IA
- 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)$53.7M total assets
Net assets$53.7MLiabilities—
Full reported line items
- Total assets (EOY)
- $53,663,306
- Net assets (EOY)
- $53,663,306
- Employer contributions
- $1,272,970
- Participant contributions
- $2,636,907
- Total income / additions
- $14,165,038
- Benefits paid
- $3,700,662
- Administrative expenses
- $66,406
- Total expenses
- $3,771,510
- Net increase / (decrease)
- $10,393,528
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Life Insurance Company | RECORD KEEPER | $56,745 | $0 |
| Mesirow Financial, Inc | INVESTMENT ADVISORY | $9,661 | not reported in the loaded dataset |