Tm Rta Management, 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, Tm Rta Management, Inc. (EIN 81-4122983) is a plan sponsor located in Franklin, TN with 2 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
81-4122983
Location
Franklin, TN
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$6,650,918
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$6,650,918

Contributions & income

Employer contributions
$217,670
Participant contributions
$778,934
Total income / additions
$2,047,942

Expenses & distributions

Benefits paid / distributions
$612,936
Total expenses
$784,492
Net increase / (decrease)
$1,263,450

Coverage

Total reported participants
961
Plans with financial statements
1
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

Tm Rta Management, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Tm Rta Holdings 401(K) Plan001592$6,650,9182023
Tm Rta Management Group Health Plan501369not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Tm Rta Management, Inc.
YearPlanParticipantsSchedulesFiling
2023Tm Rta Holdings 401(K) Plan592H, C20241014053251NAL0025607457001
2023Tm Rta Management Group Health Plan36920241211093140NAL0006982035001

Related Form 5500 pages