Tribridge Residential 401(K) Plan — Form 5500 plan (Tribridge Residential, LLC)

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, Tribridge Residential 401(K) Plan is a benefit plan reported by Tribridge Residential, LLC under EIN 27-4292135 and plan number 001. The latest loaded filing year is 2023. The filing reports 461 participants and $8,309,948 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tribridge Residential, LLC
EIN
27-4292135
Plan number
001
Plan type
2
Location
Atlanta, GA
Latest filing year
2023
Participants
461
End-of-year plan assets
$8,309,948

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023461H, C20241002134524NAL0004046627001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,309,948
Total liabilities (EOY)
$0
Net assets (EOY)
$8,309,948
Net assets (BOY)
$6,430,196

Income & contributions

Employer contributions
$199,822
Participant contributions
$706,953
Total contributions
$910,463
Total income / additions
$2,145,153

Expenses & distributions

Benefits paid
$207,032
Administrative expenses
$58,369
Total expenses
$265,401
Net increase / (decrease)
$1,879,752

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, Inc.NONE$20,356$02023
Baer Wealth ManagementNONE$9,123not reported in the loaded dataset2023

Related Form 5500 pages