2023 Form 5500 filing — Trinova, Inc. 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 20241223094730NAL0005838243001) for Trinova, Inc. 401(K) Plan, reported by Trinova, Inc. under EIN 63-0517031 and plan number 003. It reports 147 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)$8.5MReported net assets$8,485,664
Participants147
Provider compensation$26.2K2 Schedule C row(s)$26,226
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241223094730NAL0005838243001
Plan sponsor
Trinova, Inc.
EIN
63-0517031
Plan number
003
Location
Mobile, AL
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)$8.5M total assets
Net assets$8.5MLiabilities$0
Money in vs. money out
Total income / additions$2.3M
Total expenses$531.9K
Benefits paid / distributions$502.8K
Contributions
Employer$445.3K
Participant$901.4K
Full reported line items
Total assets (EOY)
$8,485,664
Total liabilities (EOY)
$0
Net assets (EOY)
$8,485,664
Employer contributions
$445,293
Participant contributions
$901,389
Total income / additions
$2,325,161
Benefits paid
$502,791
Administrative expenses
$26,076
Total expenses
$531,917
Net increase / (decrease)
$1,793,244
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISOR · Direct $21.8K · Indirect $0
  2. 2
    RECORDKEEPER · Direct $4.5K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241223094730NAL0005838243001 cover?
It is the 2023 Form 5500 filing for Trinova, Inc. 401(K) Plan, reported by Trinova, Inc. (EIN 63-0517031).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages