Truvant 401(K) Profit Sharing Plan — Form 5500 plan (Truvant)
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, Truvant 401(K) Profit Sharing Plan is a benefit plan reported by Truvant under EIN 39-1787024 and plan number 001. The latest loaded filing year is 2023. The filing reports 833 participants and $13,643,543 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Truvant
- EIN
- 39-1787024
- Plan number
- 001
- Plan type
- 2
- Location
- Prairie Du Chien, WI
- Latest filing year
- 2023
- Participants
- 833
- End-of-year plan assets
- $13,643,543
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 833 | H, C | 20241008101832NAL0028329952001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,643,543
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,643,543
- Net assets (BOY)
- $11,479,126
Income & contributions
- Employer contributions
- $535,652
- Participant contributions
- $945,794
- Total contributions
- $1,520,835
- Total income / additions
- $3,330,594
Expenses & distributions
- Benefits paid
- $1,091,450
- Administrative expenses
- $74,727
- Total expenses
- $1,166,177
- Net increase / (decrease)
- $2,164,417
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Trust Point Inc | NONE | $74,727 | not reported in the loaded dataset | 2023 |