2023 Form 5500 filing — Trianz Retirement Savings 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 20241015160917NAL0057154242001) for Trianz Retirement Savings Plan, reported by Trianz Digital Consulting, Inc. under EIN 85-0770629 and plan number 001. It reports 249 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$20.9MReported net assets$20,872,120
Participants249
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241015160917NAL0057154242001
Plan sponsor
Trianz Digital Consulting, Inc.
EIN
85-0770629
Plan number
001
Location
Santa Clara, CA
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)$20.9M total assets
Net assets$20.9MLiabilities$0
Money in vs. money out
Total income / additions$6.3M
Total expenses$1.2M
Benefits paid / distributions$1.2M
Contributions
Employer$36.9K
Participant$1.7M
Full reported line items
Total assets (EOY)
$20,872,120
Total liabilities (EOY)
$0
Net assets (EOY)
$20,872,120
Employer contributions
$36,910
Participant contributions
$1,658,521
Total income / additions
$6,341,410
Benefits paid
$1,240,361
Administrative expenses
$6,862
Total expenses
$1,247,223
Net increase / (decrease)
$5,094,187

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015160917NAL0057154242001 cover?
It is the 2023 Form 5500 filing for Trianz Retirement Savings Plan, reported by Trianz Digital Consulting, Inc. (EIN 85-0770629).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages