2023 Form 5500 filing — Tgm Associates, L. P. 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 20240729135739NAL0012573267001) for Tgm Associates, L. P. 401(K) Plan, reported by Tgm Associates L.P. under EIN 13-3613029 and plan number 001. It reports 276 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729135739NAL0012573267001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tgm Associates L.P.
- EIN
- 13-3613029
- Plan number
- 001
- Location
- New York, NY
- Participants
- 276
- 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
- $111,810
- Participant contributions
- $322,072
- Total income / additions
- $1,100,926
- Benefits paid
- $131,751
- Administrative expenses
- $25,001
- Total expenses
- $156,752
- Net increase / (decrease)
- $944,174
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning LLC | INVESTMENT ADVISOR | $36,436 | not reported in the loaded dataset |
| Ameritas Life Insurance Corp Of Ny | BUNDLED RECORDKEEPER | $26,229 | $0 |
| Creative Planning LLC | INVESTMENT ADVISOR | $13,946 | not reported in the loaded dataset |
| Ameritas Life Insurance Corp Of Ny | BUNDLED RECORDKEEPER | $11,055 | $0 |