Tru Community Care 401(K) Plan — Form 5500 plan (Tru Community Care)
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, Tru Community Care 401(K) Plan is a benefit plan reported by Tru Community Care under EIN 84-0748577 and plan number 002. The latest loaded filing year is 2023. The filing reports 402 participants and $9,771,280 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tru Community Care
- EIN
- 84-0748577
- Plan number
- 002
- Plan type
- 2
- Location
- Lafayette, CO
- Latest filing year
- 2023
- Participants
- 402
- End-of-year plan assets
- $9,771,280
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 402 | H, C | 20240808093503NAL0002749299001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,771,280
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,771,280
- Net assets (BOY)
- $7,580,303
Income & contributions
- Employer contributions
- $366,838
- Participant contributions
- $1,062,110
- Total contributions
- $1,868,775
- Total income / additions
- $3,244,343
Expenses & distributions
- Benefits paid
- $998,850
- Administrative expenses
- $54,516
- Total expenses
- $1,053,366
- Net increase / (decrease)
- $2,190,977
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ascensus LLC | NONE | $28,319 | $0 | 2023 |
| Creative Planning LLC | NONE | $26,197 | not reported in the loaded dataset | 2023 |