2023 Form 5500 filing — Trm Innovative Hearth Products 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 20250926152613NAL0009545409001) for Trm Innovative Hearth Products 401(K) Plan, reported by Trm Innovative Hearth Products under EIN 92-1461302 and plan number 001. It reports 1,114 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250926152613NAL0009545409001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trm Innovative Hearth Products
- EIN
- 92-1461302
- Plan number
- 001
- Location
- Russellville, AL
- Participants
- 1,114
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,353,010
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,353,010
- Employer contributions
- $541,734
- Participant contributions
- $825,436
- Total income / additions
- $3,116,351
- Benefits paid
- $4,260,359
- Administrative expenses
- $30,262
- Total expenses
- $4,289,605
- Net increase / (decrease)
- -$1,173,254
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $30,262 | $0 |
| Strategies Wealth Advisors | INVESTMENT ADVISORY | $0 | $15,389 |
| Kestra Investment Services LLC | OTHER SERVICES | $0 | $10,072 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |