2023 Form 5500 filing — Trm Nre Acquisition 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 20241101142020NAL0003189105001) for Trm Nre Acquisition LLC 401(K) Plan, reported by Trm Nre Acquisition LLC under EIN 92-3560748 and plan number 001. It reports 254 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241101142020NAL0003189105001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trm Nre Acquisition LLC
- EIN
- 92-3560748
- Plan number
- 001
- Location
- Mount Vernon, IL
- Participants
- 254
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,258,993
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,258,993
- Employer contributions
- $165,673
- Participant contributions
- $321,700
- Total income / additions
- $7,770,117
- Benefits paid
- $491,954
- Administrative expenses
- $17,853
- Total expenses
- $511,124
- Net increase / (decrease)
- $7,258,993
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $17,852 | $0 |
| Strategies Wealth Advisors | INVESTMENT ADVISORY | $7,587 | $7,587 |