2023 Form 5500 filing — True World Holdings 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 20241011131758NAL0021926049001) for True World Holdings 401(K) Plan, reported by True World Holdings LLC under EIN 71-1013026 and plan number 001. It reports 1,230 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011131758NAL0021926049001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- True World Holdings LLC
- EIN
- 71-1013026
- Plan number
- 001
- Location
- Rockleigh, NJ
- Participants
- 1,230
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $47,943,902
- Total liabilities (EOY)
- $1,748
- Net assets (EOY)
- $47,942,154
- Employer contributions
- $750,315
- Participant contributions
- $4,314,099
- Total income / additions
- $11,499,219
- Benefits paid
- $2,728,422
- Administrative expenses
- $89,976
- Total expenses
- $2,818,398
- Net increase / (decrease)
- $8,680,821
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $77,477 | $0 |
| Fgmk, LLC | NONE | $11,114 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $50 | $0 |