Trevdan, Inc 401(K) Plan — Form 5500 plan (Trevdan, 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, Trevdan, Inc 401(K) Plan is a benefit plan reported by Trevdan, Inc under EIN 23-2201409 and plan number 001. The latest loaded filing year is 2023. The filing reports 124 participants and $11,496,183 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$11.5MPlan net assets, end of year$11,496,183
Participants124Covered participants reported
Assets / participant$92.7KComputed: assets ÷ participants$92,711 (computed)
Provider compensation$43.9K3 Schedule C provider row(s)$43,865
- Plan sponsor
- Trevdan, Inc
- EIN
- 23-2201409
- Plan number
- 001
- Plan type
- 2
- Location
- Chester Springs, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 124 | H, C | 20240927144247NAL0001349219001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$11.5M total assets
Net assets$11.5MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $11,496,183
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,496,183
- Net assets (BOY)
- $9,519,376
Income & contributions
- Employer contributions
- $154,756
- Participant contributions
- $619,004
- Total contributions
- $773,760
- Total income / additions
- $2,256,134
Expenses & distributions
- Benefits paid
- $235,461
- Administrative expenses
- $43,866
- Total expenses
- $279,327
- Net increase / (decrease)
- $1,976,807
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ameritas Life Insurance Corporation | RECORDKEEPER | $30,877 | not reported in the loaded dataset | 2023 |
| Stadion Money Management | NONE | $7,972 | not reported in the loaded dataset | 2023 |
| Stalker & Associates, Inc. | CONTRACT ADMIN | $5,016 | not reported in the loaded dataset | 2023 |