2023 Form 5500 filing — Trident Fund Services, Inc.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 20241011074215NAL0038134736001) for Trident Fund Services, Inc.401(K) Plan, reported by Trident Trust Company (South Dakota) Inc. under EIN 26-4124018 and plan number 001. It reports 182 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)$5.3MReported net assets$5,292,071
Participants182
Provider compensation$6531 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011074215NAL0038134736001
Plan sponsor
Trident Trust Company (South Dakota) Inc.
EIN
26-4124018
Plan number
001
Location
Sioux Falls, SD
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)$5.3M total assets
Net assets$5.3MLiabilities$0
Money in vs. money out
Total income / additions$2.5M
Total expenses$718K
Benefits paid / distributions$716.6K
Contributions
Employer$479.8K
Participant$997.4K
Full reported line items
Total assets (EOY)
$5,292,071
Total liabilities (EOY)
$0
Net assets (EOY)
$5,292,071
Employer contributions
$479,753
Participant contributions
$997,433
Total income / additions
$2,461,326
Benefits paid
$716,642
Administrative expenses
$653
Total expenses
$718,024
Net increase / (decrease)
$1,743,302
Schedule C

Reported service provider compensation

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

  1. 1
    RIA · Direct $653 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011074215NAL0038134736001 cover?
It is the 2023 Form 5500 filing for Trident Fund Services, Inc.401(K) Plan, reported by Trident Trust Company (South Dakota) Inc. (EIN 26-4124018).
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).

Related Form 5500 pages