2023 Form 5500 filing — Tf Cornerstone 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 20240812133721NAL0016230288001) for Tf Cornerstone Inc. 401(K) Plan, reported by Tf Cornerstone Inc. under EIN 13-2766269 and plan number 001. It reports 433 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240812133721NAL0016230288001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tf Cornerstone Inc.
- EIN
- 13-2766269
- Plan number
- 001
- Location
- New York, NY
- Participants
- 433
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $60,836,317
- Net assets (EOY)
- $60,836,317
- Employer contributions
- $982,929
- Participant contributions
- $3,134,035
- Total income / additions
- $12,605,930
- Benefits paid
- $3,102,100
- Administrative expenses
- $128,340
- Total expenses
- $3,230,440
- Net increase / (decrease)
- $9,375,490
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $111,582 | not reported in the loaded dataset |
| Douglas Lane & Associates LLC | NONE | $7,733 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $183 | $0 |