Tricentis Usa Employee Savings Plan — Form 5500 plan (Tricentis Usa Corp.)
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, Tricentis Usa Employee Savings Plan is a benefit plan reported by Tricentis Usa Corp. under EIN 27-5099781 and plan number 001. The latest loaded filing year is 2023. The filing reports 722 participants and $28,060,575 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tricentis Usa Corp.
- EIN
- 27-5099781
- Plan number
- 001
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 722
- End-of-year plan assets
- $28,060,575
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 722 | H, C | 20240724111709NAL0008092579001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,060,575
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,060,575
- Net assets (BOY)
- $20,119,712
Income & contributions
- Employer contributions
- $5,508
- Participant contributions
- $5,839,831
- Total contributions
- $7,911,351
- Total income / additions
- $12,152,491
Expenses & distributions
- Benefits paid
- $4,057,959
- Administrative expenses
- $146,621
- Total expenses
- $4,211,628
- Net increase / (decrease)
- $7,940,863
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northwestern Mutual Wealth | RIA | $84,039 | not reported in the loaded dataset | 2023 |
| John Hancock Life Insurance Company | RECORDKEEPER | $4,371 | not reported in the loaded dataset | 2023 |