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, Trdi Retirement Plan is a benefit plan reported by Training, Rehabilitation & Development Institute, Inc. under EIN 74-2938051 and plan number 001. The latest loaded filing year is 2023. The filing reports 333 participants and $2,815,641 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,815,641
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,815,641
- Net assets (BOY)
- $2,296,556
Income & contributions
- Employer contributions
- $422,717
- Participant contributions
- $33,371
- Total contributions
- $456,088
- Total income / additions
- $819,890
Expenses & distributions
- Benefits paid
- $259,139
- Administrative expenses
- $11,479
- Total expenses
- $300,805
- Net increase / (decrease)
- $519,085