Training And Research Foundation 401(K) Profit Sharing Plan (Restated Money Purchase Pension Plan) — Form 5500 plan (Training And Research Foundation)

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, Training And Research Foundation 401(K) Profit Sharing Plan (Restated Money Purchase Pension Plan) is a benefit plan reported by Training And Research Foundation under EIN 95-2958220 and plan number 001. The latest loaded filing year is 2023. The filing reports 140 participants and $2,557,358 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.6MPlan net assets, end of year$2,557,358

Participants140Covered participants reported

Assets / participant$18.3KComputed: assets ÷ participants$18,267 (computed)

Provider compensation$4551 Schedule C provider row(s)

Plan sponsor: Training And Research Foundation
EIN: 95-2958220
Plan number: 001
Plan type: 2
Location: Tustin, CA
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.

2023
140 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)$2.6M total assets

Net assets$2.6MLiabilities$0

Money in vs. money out

Total income / additions$388.1K

Total expenses$299.6K

Benefits paid / distributions$299.1K

Contributions

Employer$15K

Participant$1.9K

Full reported line items

Net assets

Total assets (EOY): $2,557,358
Total liabilities (EOY): $0
Net assets (EOY): $2,557,358
Net assets (BOY): $2,468,823

Income & contributions

Employer contributions: $14,951
Participant contributions: $1,902
Total contributions: $16,853
Total income / additions: $388,101

Expenses & distributions

Benefits paid: $299,112
Administrative expenses: $454
Total expenses: $299,566
Net increase / (decrease): $88,535

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)

89%

Employer 89%Participant 11%

Total expenses ÷ net assets12%Computed ratio

Benefits paid ÷ total income77%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
Mutual Of America Investment Corp$455
RECORDKEEPER · Direct $455 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Training And Research Foundation 401(K) Profit Sharing Plan (Restated Money Purchase Pension Plan)?: Training And Research Foundation 401(K) Profit Sharing Plan (Restated Money Purchase Pension Plan) is reported as sponsored by Training And Research Foundation (EIN 95-2958220, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Training And Research Foundation 401(K) Profit Sharing Plan (Restated Money Purchase Pension Plan)?: The latest Form 5500 filing year loaded for Training And Research Foundation 401(K) Profit Sharing Plan (Restated Money Purchase Pension Plan) is 2023.
How many participants does Training And Research Foundation 401(K) Profit Sharing Plan (Restated Money Purchase Pension Plan) report?: Training And Research Foundation 401(K) Profit Sharing Plan (Restated Money Purchase Pension Plan) reports 140 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Training And Research Foundation 401(K) Profit Sharing Plan (Restated Money Purchase Pension Plan)?: Training And Research Foundation 401(K) Profit Sharing Plan (Restated Money Purchase Pension Plan) reports $2,557,358 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.