2023 Form 5500 filing — True Leaf 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 20241015122016NAL0057546914001) for True Leaf 401(K) Plan, reported by True Leaf LLC under EIN 47-1724986 and plan number 001. It reports 167 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015122016NAL0057546914001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- True Leaf LLC
- EIN
- 47-1724986
- Plan number
- 001
- Location
- Salt Lake City, UT
- Participants
- 167
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,628,983
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,628,983
- Employer contributions
- $99,703
- Participant contributions
- $197,141
- Total income / additions
- $502,904
- Benefits paid
- $9,769
- Administrative expenses
- $17,882
- Total expenses
- $27,651
- Net increase / (decrease)
- $475,253
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $7,398 | $0 |
| Transamerica Financial Advisors Inc | INVESTMENT ADVISORY PLAN | $5,200 | not reported in the loaded dataset |
| Dwc The 401(K) Experts | RECORDKEEPER | $4,624 | $0 |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISORY PLAN | $658 | not reported in the loaded dataset |