Trumark Companies LLC 401(K) Plan — Form 5500 plan (Trumark Companies 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, Trumark Companies LLC 401(K) Plan is a benefit plan reported by Trumark Companies LLC under EIN 94-3240842 and plan number 001. The latest loaded filing year is 2023. The filing reports 253 participants and $13,881,695 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trumark Companies LLC
- EIN
- 94-3240842
- Plan number
- 001
- Plan type
- 2
- Location
- San Ramon, CA
- Latest filing year
- 2023
- Participants
- 253
- End-of-year plan assets
- $13,881,695
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 253 | H, C | 20241011120849NAL0021814593001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,881,695
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,881,695
- Net assets (BOY)
- $9,787,474
Income & contributions
- Employer contributions
- $882,227
- Participant contributions
- $1,767,175
- Total contributions
- $3,346,024
- Total income / additions
- $5,380,494
Expenses & distributions
- Benefits paid
- $1,238,544
- Administrative expenses
- $47,729
- Total expenses
- $1,286,273
- Net increase / (decrease)
- $4,094,221
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capital Group Retirement Plan Servi | CONTRACT ADMIN | $47,729 | not reported in the loaded dataset | 2023 |