Trm Nre Acquisition LLC 401(K) Plan — Form 5500 plan (Trm Nre Acquisition LLC)
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, Trm Nre Acquisition LLC 401(K) Plan is a benefit plan reported by Trm Nre Acquisition LLC under EIN 92-3560748 and plan number 001. The latest loaded filing year is 2023. The filing reports 254 participants and $7,258,993 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trm Nre Acquisition LLC
- EIN
- 92-3560748
- Plan number
- 001
- Plan type
- 2
- Location
- Mount Vernon, IL
- Latest filing year
- 2023
- Participants
- 254
- End-of-year plan assets
- $7,258,993
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 254 | H, C | 20241101142020NAL0003189105001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,258,993
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,258,993
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $165,673
- Participant contributions
- $321,700
- Total contributions
- $7,366,732
- Total income / additions
- $7,770,117
Expenses & distributions
- Benefits paid
- $491,954
- Administrative expenses
- $17,853
- Total expenses
- $511,124
- Net increase / (decrease)
- $7,258,993
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $17,852 | $0 | 2023 |
| Strategies Wealth Advisors | INVESTMENT ADVISORY | $7,587 | $7,587 | 2023 |