2023 Form 5500 filing — The Larson Group 401(K) 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 20240531082323NAL0014482225001) for The Larson Group 401(K) Plan, reported by Tlg Operations, LLC under EIN 43-1463305 and plan number 001. It reports 1,290 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240531082323NAL0014482225001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tlg Operations, LLC
- EIN
- 43-1463305
- Plan number
- 001
- Location
- Springfield, MO
- Participants
- 1,290
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $53,876,605
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,876,605
- Employer contributions
- $1,157,615
- Participant contributions
- $4,403,163
- Total income / additions
- $13,626,279
- Benefits paid
- $3,827,017
- Administrative expenses
- $45,347
- Total expenses
- $4,013,000
- Net increase / (decrease)
- $9,613,279
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $32,222 | $0 |
| Bkd Llp | AUDITOR | $13,125 | not reported in the loaded dataset |