Triglav Investments, Inc. 401(K) Plan — Form 5500 plan (Triglav Investments, 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, Triglav Investments, Inc. 401(K) Plan is a benefit plan reported by Triglav Investments, Inc. under EIN 83-1740483 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $327,328 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Triglav Investments, Inc.
- EIN
- 83-1740483
- Plan number
- 001
- Plan type
- 2
- Location
- Edenton, NC
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $327,328
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20241209161517NAL0019204322001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $327,328
- Net assets (EOY)
- $327,328
- Net assets (BOY)
- $364,618
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- -$37,290
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- -$37,290
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.