2023 Form 5500 filing — Tb Philly, Inc. 401(K) Profit Sharing 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 20240717062555NAL0002339859001) for Tb Philly, Inc. 401(K) Profit Sharing Plan, reported by Tb Philly, Inc. under EIN 25-1757124 and plan number 001. It reports 139 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240717062555NAL0002339859001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tb Philly, Inc.
- EIN
- 25-1757124
- Plan number
- 001
- Location
- Phoenixville, PA
- Participants
- 139
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,587,484
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,587,484
- Employer contributions
- $491,095
- Participant contributions
- $925,901
- Total income / additions
- $3,859,750
- Benefits paid
- $186,609
- Administrative expenses
- $44,930
- Total expenses
- $231,539
- Net increase / (decrease)
- $3,628,211
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kathmere Capital Management | INVESTMENT ADVISOR | $42,660 | not reported in the loaded dataset |
| The Vanguard Group | CUSTODIAN | $1,970 | not reported in the loaded dataset |