Trellance, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Trellance, 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, Trellance, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Trellance, Inc. under EIN 59-2941216 and plan number 001. The latest loaded filing year is 2023. The filing reports 255 participants and $14,987,940 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trellance, Inc.
- EIN
- 59-2941216
- Plan number
- 001
- Plan type
- 2
- Location
- Tampa, FL
- Latest filing year
- 2023
- Participants
- 255
- End-of-year plan assets
- $14,987,940
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 255 | H, C | 20240827154915NAL0020104624001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,987,940
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,987,940
- Net assets (BOY)
- $9,720,524
Income & contributions
- Employer contributions
- $1,634,863
- Participant contributions
- $1,791,225
- Total contributions
- $4,040,984
- Total income / additions
- $5,789,773
Expenses & distributions
- Benefits paid
- $1,870,771
- Administrative expenses
- $90,085
- Total expenses
- $1,960,856
- Net increase / (decrease)
- $3,828,917
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James & Assoc | NONE | $28,250 | not reported in the loaded dataset | 2023 |
| Osaic Wealth Inc | NONE | $9,736 | not reported in the loaded dataset | 2023 |
| Florida Retirement Cons | NONE | $5,700 | $0 | 2023 |
| Empower Annuity Ins Co | NONE | $3,162 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trellance, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Tampa, FL
- Raymond James & Assoc — Schedule C compensation
- Osaic Wealth Inc — Schedule C compensation
- Florida Retirement Cons — Schedule C compensation
- Empower Annuity Ins Co — Schedule C compensation