2023 Form 5500 filing — Trumark Companies LLC 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 20241011120849NAL0021814593001) for Trumark Companies LLC 401(K) Plan, reported by Trumark Companies LLC under EIN 94-3240842 and plan number 001. It reports 253 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011120849NAL0021814593001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trumark Companies LLC
- EIN
- 94-3240842
- Plan number
- 001
- Location
- San Ramon, CA
- Participants
- 253
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,881,695
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,881,695
- Employer contributions
- $882,227
- Participant contributions
- $1,767,175
- Total income / additions
- $5,380,494
- Benefits paid
- $1,238,544
- Administrative expenses
- $47,729
- Total expenses
- $1,286,273
- Net increase / (decrease)
- $4,094,221
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Group Retirement Plan Servi | CONTRACT ADMIN | $47,729 | not reported in the loaded dataset |