2023 Form 5500 filing — Trinity Academy 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 20250122143331NAL0007785408001) for Trinity Academy 401(K) Plan, reported by Trinity Academy under EIN 48-1137874 and plan number 001. It reports 127 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)$3.4MReported net assets$3,391,008
Participants127
Provider compensation$15.1K1 Schedule C row(s)$15,055
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250122143331NAL0007785408001
- Plan sponsor
- Trinity Academy
- EIN
- 48-1137874
- Plan number
- 001
- Location
- Wichitia, KS
- 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)$3.4M total assets
Net assets$3.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $3,391,008
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,391,008
- Employer contributions
- $141,351
- Participant contributions
- $360,093
- Total income / additions
- $950,475
- Benefits paid
- $490,257
- Administrative expenses
- $1,480
- Total expenses
- $491,737
- Net increase / (decrease)
- $458,738
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Triune Financial Partners LLC | SERVICE PROVIDER | $0 | $15,055 |