2023 Form 5500 filing — Trimont 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 20241015082154NAL0027821105001) for Trimont LLC 401(K) Plan, reported by Trimont LLC under EIN 58-1524431 and plan number 001. It reports 467 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)$61MReported net assets$61,034,372
Participants467
Provider compensation$77.7K4 Schedule C row(s)$77,690
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015082154NAL0027821105001
Plan sponsor
Trimont LLC
EIN
58-1524431
Plan number
001
Location
Atlanta, GA
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)$61M total assets
Net assets$61MLiabilities$0
Money in vs. money out
Total income / additions$14.1M
Total expenses$6.9M
Benefits paid / distributions$6.8M
Contributions
Employer$1.9M
Participant$3.1M
Full reported line items
Total assets (EOY)
$61,034,372
Total liabilities (EOY)
$0
Net assets (EOY)
$61,034,372
Employer contributions
$1,906,655
Participant contributions
$3,086,270
Total income / additions
$14,123,620
Benefits paid
$6,806,267
Administrative expenses
$77,690
Total expenses
$6,914,538
Net increase / (decrease)
$7,209,082
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT/FINANCIAL ADVI · Direct $40K · Indirect $0
  2. 2
    ACCOUNTANT · Direct $32.9K · Indirect $0
  3. 3
    RECORD KEEPER · Direct $4.8K · Indirect $0
  4. 4
    SECURITES BROKER · Direct $0 · Indirect $0

Related Form 5500 pages