Retirement plan

REFORMED TRUESCRIPTS HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Name: TRUESCRIPTS HOLDINGS, INC. - REFORMED TRUESCRIPTS HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN (2023) Form 5500
Creator: TRUESCRIPTS HOLDINGS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, REFORMED TRUESCRIPTS HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN, TRUESCRIPTS HOLDINGS, INC.

TRUESCRIPTS HOLDINGS, INC.EIN 93-4418149Plan #002PY 2023

513 E SOUTH ST - WASHINGTON, IN 47501812-582-0415

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$45.5M

No prior year

Total participants

146

No prior year

Average account balance

$313,862

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 2,152 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants100-249

Cohort2,152 peers

Snapshot2023

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Less than 3 years of history available for this plan

We'll show a chart here once at least 3 consecutive filings are on record.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2P3I2Q

Plan features

2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: KATZ, SAPPER & MILLER LLP
Auditor EIN: 351090346
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$313,862

$130,294+140.9%

$170,057+84.6%

$71,529+338.8%

Participation rate

99.3%

86.2%+13.1pp

87.0%+12.3pp

67.9%+31.4pp

Annual return

0.00%

20.36%-20.4pp

53.42%-53.4pp

28.97%-29.0pp

Employer contribution / active EE

$10,274

$4,385+134.3%

$6,790+51.3%

$2,590+296.7%

Participant deferral / active EE

$6,928-100.0%

$10,411-100.0%

$4,291-100.0%

Admin fee / account holder

$966-100.0%

$12,826-100.0%

$1,588-100.0%

REFORMED TRUESCRIPTS HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

REFORMED TRUESCRIPTS HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion