2023 Form 5500 filing — Tumeq, LLC 401(K) Plan And Trust
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 20240830145159NAL0007206131002) for Tumeq, LLC 401(K) Plan And Trust, reported by Tumeq, LLC under EIN 27-2017426 and plan number 001. It reports 360 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240830145159NAL0007206131002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tumeq, LLC
- EIN
- 27-2017426
- Plan number
- 001
- Location
- Mt Pleasant, SC
- Participants
- 360
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,486,422
- Net assets (EOY)
- $16,486,422
- Employer contributions
- $425,263
- Participant contributions
- $1,199,629
- Total income / additions
- $3,945,054
- Benefits paid
- $1,185,229
- Administrative expenses
- $68,366
- Total expenses
- $1,261,263
- Net increase / (decrease)
- $2,683,791
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $28,867 | $0 |
| Boon Administrative Services, Inc. | CONTRACT ADMIN | $14,998 | $0 |
| Definiti, LLC | CONTRACT ADMIN | $11,747 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MANAGER | $10,152 | $0 |
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | $4,999 | $0 |