Thouvenot, Wade & Moerchen, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Thouvenot, Wade & Moerchen, Inc. (EIN 37-1042595) is a plan sponsor located in Swansea, IL with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
37-1042595
Location
Swansea, IL
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$58,814,934
Total reported liabilities (EOY)
$2,688,657
Total reported net assets (EOY)
$56,126,277

Contributions & income

Employer contributions
$740,451
Participant contributions
$1,066,173
Total income / additions
$13,351,195

Expenses & distributions

Benefits paid / distributions
$2,991,367
Total expenses
$3,049,122
Net increase / (decrease)
$10,302,073

Coverage

Total reported participants
394
Plans with financial statements
2
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Thouvenot, Wade & Moerchen, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Thouvenot, Wade, Moerchen, Inc. Employee Stock Ownership Plan002124$36,852,2562023
Twm / Tac 401(K) Plan001142$21,962,6782023
Thouvenot, Wade & Moerchen, Inc. Life And Disability Plan.503128not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Thouvenot, Wade & Moerchen, Inc.
YearPlanParticipantsSchedulesFiling
2023Thouvenot, Wade & Moerchen, Inc. Life And Disability Plan.12820240722122502NAL0022722194001
2023Twm / Tac 401(K) Plan142H, C20240808135432NAL0004995537001
2023Thouvenot, Wade, Moerchen, Inc. Employee Stock Ownership Plan124H20241008153242NAL0008527939001

Related Form 5500 pages