2023 Form 5500 filing — T Enterprises 401k Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240315185539NAL0000714435001) for T Enterprises 401k Plan, reported by T Enterprises Incorporated under EIN 20-3239575 and plan number 001. It reports 223 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240315185539NAL0000714435001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- T Enterprises Incorporated
- EIN
- 20-3239575
- Plan number
- 001
- Location
- Jackson, MS
- Participants
- 223
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $25,336
- Participant contributions
- $168,904
- Total income / additions
- $479,154
- Benefits paid
- $861,128
- Administrative expenses
- $29,076
- Total expenses
- $890,629
- Net increase / (decrease)
- -$411,475
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group LLC | INVESTMENT MGMT | $13,313 | not reported in the loaded dataset |
| Element Wealth LLC | INVESTMENT ADVISOR | $10,756 | not reported in the loaded dataset |
| Cbiz Benefits & Ins Svc | THIRD-PARTY ADMIN | $1,425 | $2,151 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $1,798 | not reported in the loaded dataset |