Trideum 401(K) Profit Sharing Plan — Form 5500 plan (Trideum Corporation)
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, Trideum 401(K) Profit Sharing Plan is a benefit plan reported by Trideum Corporation under EIN 20-2107822 and plan number 001. The latest loaded filing year is 2023. The filing reports 525 participants and $38,283,295 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trideum Corporation
- EIN
- 20-2107822
- Plan number
- 001
- Plan type
- 2
- Location
- Huntsville, AL
- Latest filing year
- 2023
- Participants
- 525
- End-of-year plan assets
- $38,283,295
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 525 | H, C | 20241223161134NAL0005950867001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,283,295
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,283,295
- Net assets (BOY)
- $29,580,507
Income & contributions
- Employer contributions
- $1,740,761
- Participant contributions
- $3,161,818
- Total contributions
- $5,880,514
- Total income / additions
- $10,923,154
Expenses & distributions
- Benefits paid
- $2,106,703
- Administrative expenses
- $108,781
- Total expenses
- $2,220,366
- Net increase / (decrease)
- $8,702,788
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $102,599 | $0 | 2023 |
| Morgan Stanley Global Banking Opera | INVESTMENT MANAGEMENT | $0 | $62,377 | 2023 |
| Creative Planning LLC | INV ADV, PARTICIPANTS | $6,113 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trideum Corporation
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Huntsville, AL
- Principal Life Insurance Company — Schedule C compensation
- Morgan Stanley Global Banking Opera — Schedule C compensation
- Creative Planning LLC — Schedule C compensation