2023 Form 5500 filing — Trdi Retirement 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 20250131121758NAL0001314707001) for Trdi Retirement Plan, reported by Training, Rehabilitation & Development Institute, Inc. under EIN 74-2938051 and plan number 001. It reports 333 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250131121758NAL0001314707001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Training, Rehabilitation & Development Institute, Inc.
- EIN
- 74-2938051
- Plan number
- 001
- Location
- San Antonio, TX
- Participants
- 333
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,815,641
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,815,641
- Employer contributions
- $422,717
- Participant contributions
- $33,371
- Total income / additions
- $819,890
- Benefits paid
- $259,139
- Administrative expenses
- $11,479
- Total expenses
- $300,805
- Net increase / (decrease)
- $519,085
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Egps | TPA | $0 | $6,415 |
| Ameritas | RECORDKEEPER | $0 | $3,414 |