Trimble Inc. Savings And Retirement Plan — Form 5500 plan (Trimble 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, Trimble Inc. Savings And Retirement Plan is a benefit plan reported by Trimble Inc. under EIN 94-2802192 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,405 participants and $980,655,359 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trimble Inc.
- EIN
- 94-2802192
- Plan number
- 001
- Plan type
- 2
- Location
- Sunnyvale, CA
- Latest filing year
- 2023
- Participants
- 7,405
- End-of-year plan assets
- $980,655,359
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,405 | H, C | 20241011180113NAL0011253859001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $980,655,359
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $980,655,359
- Net assets (BOY)
- $824,448,898
Income & contributions
- Employer contributions
- $15,297,185
- Participant contributions
- $57,983,164
- Total contributions
- $79,588,141
- Total income / additions
- $242,405,903
Expenses & distributions
- Benefits paid
- $85,526,132
- Administrative expenses
- $685,422
- Total expenses
- $86,199,442
- Net increase / (decrease)
- $156,206,461
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $347,790 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $281,975 | not reported in the loaded dataset | 2023 |
| Mercer Investments | PLAN SPONSOR | $42,500 | not reported in the loaded dataset | 2023 |
| Moss Adams Llp | ACCOUNTANT/AUDITOR | $13,325 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trimble Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Sunnyvale, CA
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Mercer Investments — Schedule C compensation
- Moss Adams Llp — Schedule C compensation