2023 Form 5500 filing — Thornburg Investment Management, Incorporated 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 20240705094800NAL0010007713001) for Thornburg Investment Management, Incorporated 401(K) Plan, reported by Thornburg Investment Management, Incorporated under EIN 85-0301299 and plan number 002. It reports 358 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240705094800NAL0010007713001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Thornburg Investment Management, Incorporated
- EIN
- 85-0301299
- Plan number
- 002
- Location
- Santa Fe, NM
- Participants
- 358
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $145,174,845
- Net assets (EOY)
- $145,174,845
- Employer contributions
- $5,742,261
- Participant contributions
- $4,112,193
- Total income / additions
- $31,124,087
- Benefits paid
- $7,249,214
- Administrative expenses
- $34,067
- Total expenses
- $7,283,281
- Net increase / (decrease)
- $23,840,806
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $34,067 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $294 | $0 |