Plan5500

Trim-Lok, Inc. 401(K) Plan — Form 5500 plan (Trim-Lok, 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, Trim-Lok, Inc. 401(K) Plan is a benefit plan reported by Trim-Lok, Inc. under EIN 95-2748901 and plan number 005. The latest loaded filing year is 2023. The filing reports 256 participants and $13,474,901 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Trim-Lok, Inc.
EIN
95-2748901
Plan number
005
Plan type
2
Location
Buena Park, CA
Latest filing year
2023
Participants
256
End-of-year plan assets
$13,474,901

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023256H, C20250912170449NAL0000886851001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,474,901
Total liabilities (EOY)
$0
Net assets (EOY)
$13,474,901
Net assets (BOY)
$10,664,289

Income & contributions

Employer contributions
$376,428
Participant contributions
$631,369
Total contributions
$1,097,999
Total income / additions
$3,257,492

Expenses & distributions

Benefits paid
$484,726
Administrative expenses
-$37,846
Total expenses
$446,880
Net increase / (decrease)
$2,810,612

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capital Group Retirement Plan ServiRECORDKEEPER$262$02023

Related Form 5500 pages