2023 Form 5500 filing — Twin Oaks Juvenile Development, Inc. 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 20240729094516NAL0019199313001) for Twin Oaks Juvenile Development, Inc. 401(K) Plan, reported by Twin Oaks Juvenile Development, Inc. under EIN 59-3512790 and plan number 002. It reports 449 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$4MReported net assets$4,026,505
Participants449
Provider compensation$34.4K4 Schedule C row(s)$34,359
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240729094516NAL0019199313001
- Plan sponsor
- Twin Oaks Juvenile Development, Inc.
- EIN
- 59-3512790
- Plan number
- 002
- Location
- Tallahassee, FL
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$4M total assets
Net assets$4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $4,026,505
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,026,505
- Employer contributions
- $68,890
- Participant contributions
- $354,688
- Total income / additions
- $955,758
- Benefits paid
- $144,187
- Administrative expenses
- $33,109
- Total expenses
- $193,445
- Net increase / (decrease)
- $762,313
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Dp Grow LLC | INVESTMENT ADVISOR | $21,470 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $7,948 | $0 |
| The Actuarial Consulting Group | CONTRACT ADMIN | $4,322 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $619 | not reported in the loaded dataset |