Plan5500

Trudeau Institute Retirement Plan — Form 5500 plan (Trudeau Institute, Inc.)

Plain-English plan 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, Trudeau Institute Retirement Plan is a benefit plan reported by Trudeau Institute, Inc. under EIN 14-1401413 and plan number 001. The latest loaded filing year is 2023. The filing reports 348 participants and $28,993,443 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Trudeau Institute, Inc.
EIN
14-1401413
Plan number
001
Plan type
2
Location
Saranac Lake, NY
Latest filing year
2023
Participants
348
End-of-year plan assets
$28,993,443

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023348H, C20241007094717NAL0007457571001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$28,993,443
Net assets (EOY)
$28,993,443
Net assets (BOY)
$26,958,072

Income & contributions

Employer contributions
$220,618
Participant contributions
$242,374
Total contributions
$462,992
Total income / additions
$3,888,081

Expenses & distributions

Benefits paid
$1,814,014
Administrative expenses
$38,696
Total expenses
$1,852,710
Net increase / (decrease)
$2,035,371

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mayflower Financial Advisors LLCnot reported in the loaded dataset$19,000not reported in the loaded dataset2023
Tiaanot reported in the loaded dataset$9,476$02023
Bst & Co. Cpa'S Llpnot reported in the loaded dataset$8,675$02023

Related Form 5500 pages