2023 Form 5500 filing — Trocaire College 401(K) 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 20250211095440NAL0018868977001) for Trocaire College 401(K) Retirement Savings Plan, reported by Trocaire College under EIN 16-0909446 and plan number 003. It reports 238 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250211095440NAL0018868977001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trocaire College
- EIN
- 16-0909446
- Plan number
- 003
- Location
- Buffalo, NY
- Participants
- 238
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,605,927
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,605,927
- Employer contributions
- $679,598
- Participant contributions
- $584,206
- Total income / additions
- $2,882,952
- Benefits paid
- $1,232,646
- Administrative expenses
- $7,785
- Total expenses
- $1,240,431
- Net increase / (decrease)
- $1,642,521
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Actuarial Consulting Services, Inc. | THIRD PARTY ADMINISTRATO | $0 | $7,095 |