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TRIO AGENCY LLC 401K PLAN 401k Plan overview

Plan NameTRIO AGENCY LLC 401K PLAN
Plan identification number 001

TRIO AGENCY LLC 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

TRIO AGENCY LLC has sponsored the creation of one or more 401k plans.

Company Name:TRIO AGENCY LLC
Employer identification number (EIN):883256268
NAIC Classification:541800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRIO AGENCY LLC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-03-01LINDSAY WITTE2024-10-05

Plan Statistics for TRIO AGENCY LLC 401K PLAN

401k plan membership statisitcs for TRIO AGENCY LLC 401K PLAN

Measure Date Value
2025: TRIO AGENCY LLC 401K PLAN 2025 401k membership
Total number of particpants at beginning of year2025-06-275
Total number of particpants at end of year2025-06-275
Number of Participants With Account Balances2025-06-273
2024: TRIO AGENCY LLC 401K PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-055
Total number of particpants at end of year2024-10-054
Number of Participants With Account Balances2024-10-052

Financial Data on TRIO AGENCY LLC 401K PLAN

Measure Date Value
2025 : TRIO AGENCY LLC 401K PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-2790
Net assets as of the end of the plan year2025-06-2731817
Total assets as of the beginning of the plan year2025-06-278837
Value of plan covered by a fidelity bond2025-06-271000
Participant contributions to plan in this plan year2025-06-2711222
Other income to plan in this plan year2025-06-272265
Plan net income in this plan year2025-06-2722980
Net assets as of the end of the plan year2025-06-2731817
Net assets as of the beginning of the plan year2025-06-278837
Employer contributions to plan in this plan year2025-06-279583
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-2790
2024 : TRIO AGENCY LLC 401K PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-0510
Net assets as of the end of the plan year2024-10-058837
Value of plan covered by a fidelity bond2024-10-051000
Participant contributions to plan in this plan year2024-10-054199
Other income to plan in this plan year2024-10-05679
Plan net income in this plan year2024-10-058837
Net assets as of the end of the plan year2024-10-058837
Net assets as of the beginning of the plan year2024-10-050
Employer contributions to plan in this plan year2024-10-053969
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-0510

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