Trinity Academy 401(K) Plan — Form 5500 plan (Trinity Academy)
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, Trinity Academy 401(K) Plan is a benefit plan reported by Trinity Academy under EIN 48-1137874 and plan number 001. The latest loaded filing year is 2023. The filing reports 127 participants and $3,391,008 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trinity Academy
- EIN
- 48-1137874
- Plan number
- 001
- Plan type
- 2
- Location
- Wichitia, KS
- Latest filing year
- 2023
- Participants
- 127
- End-of-year plan assets
- $3,391,008
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 127 | H, C | 20250122143331NAL0007785408001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,391,008
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,391,008
- Net assets (BOY)
- $2,932,270
Income & contributions
- Employer contributions
- $141,351
- Participant contributions
- $360,093
- Total contributions
- $523,877
- Total income / additions
- $950,475
Expenses & distributions
- Benefits paid
- $490,257
- Administrative expenses
- $1,480
- Total expenses
- $491,737
- Net increase / (decrease)
- $458,738
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Triune Financial Partners LLC | SERVICE PROVIDER | $0 | $15,055 | 2023 |