Truvian 401(K) Plan — Form 5500 plan (Truvian Sciences, 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, Truvian 401(K) Plan is a benefit plan reported by Truvian Sciences, Inc. under EIN 47-4996745 and plan number 001. The latest loaded filing year is 2023. The filing reports 150 participants and $3,958,870 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Truvian Sciences, Inc.
- EIN
- 47-4996745
- Plan number
- 001
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 150
- End-of-year plan assets
- $3,958,870
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 150 | H, C | 20241011112014NAL0044101026001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,958,870
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,958,870
- Net assets (BOY)
- $2,485,369
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $1,237,693
- Total contributions
- $1,428,516
- Total income / additions
- $2,028,528
Expenses & distributions
- Benefits paid
- $523,286
- Administrative expenses
- $31,741
- Total expenses
- $555,027
- Net increase / (decrease)
- $1,473,501
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cambridge Investment Research Inc | BROKER/ADVISOR | $0 | $15,239 | 2023 |
| Premier Plan Consultants | CONTRACT ADMIN | $0 | $3,067 | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $0 | $0 | 2023 |
| Empower Advisory Group, LLC | INV MGMT | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Truvian Sciences, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- Cambridge Investment Research Inc — Schedule C compensation
- Premier Plan Consultants — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation