Plan5500

Truly Nolen Of America, Inc. Profit Sharing And Savings Plan — Form 5500 plan (Truly Nolen Of America, 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, Truly Nolen Of America, Inc. Profit Sharing And Savings Plan is a benefit plan reported by Truly Nolen Of America, Inc. under EIN 86-0169166 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,054 participants and $39,492,472 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$39.5MPlan net assets, end of year$39,492,472
Participants1.1KCovered participants reported1,054
Assets / participant$37.5KComputed: assets ÷ participants$37,469 (computed)
Provider compensation$18.3K1 Schedule C provider row(s)$18,295
Plan sponsor
Truly Nolen Of America, Inc.
EIN
86-0169166
Plan number
001
Plan type
2
Location
Tucson, AZ
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,054 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$39.5M total assets
Net assets$39.5MLiabilities$0
Money in vs. money out
Total income / additions$9.5M
Total expenses$4.7M
Benefits paid / distributions$4.7M
Contributions
Employer$1.2M
Participant$2M
Full reported line items

Net assets

Total assets (EOY)
$39,492,472
Total liabilities (EOY)
$0
Net assets (EOY)
$39,492,472
Net assets (BOY)
$34,773,294

Income & contributions

Employer contributions
$1,235,588
Participant contributions
$2,000,065
Total contributions
$3,272,079
Total income / additions
$9,458,077

Expenses & distributions

Benefits paid
$4,685,323
Administrative expenses
$18,295
Total expenses
$4,738,899
Net increase / (decrease)
$4,719,178
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 38%Participant 62%
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income50%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Empower Annuity Insurance Company O$18.3K
    RECORDKEEPER · Direct $18.3K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Truly Nolen Of America, Inc. Profit Sharing And Savings Plan?
Truly Nolen Of America, Inc. Profit Sharing And Savings Plan is reported as sponsored by Truly Nolen Of America, Inc. (EIN 86-0169166, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Truly Nolen Of America, Inc. Profit Sharing And Savings Plan?
The latest Form 5500 filing year loaded for Truly Nolen Of America, Inc. Profit Sharing And Savings Plan is 2023.
How many participants does Truly Nolen Of America, Inc. Profit Sharing And Savings Plan report?
Truly Nolen Of America, Inc. Profit Sharing And Savings Plan reports 1,054 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Truly Nolen Of America, Inc. Profit Sharing And Savings Plan?
Truly Nolen Of America, Inc. Profit Sharing And Savings Plan reports $39,492,472 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages