2023 Form 5500 filing — Tsd 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 20240906154958NAL0001321265001) for Tsd 401(K) Plan, reported by Tsd Rental, LLC under EIN 74-3148673 and plan number 001. It reports 144 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240906154958NAL0001321265001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tsd Rental, LLC
- EIN
- 74-3148673
- Plan number
- 001
- Location
- North Andover, MA
- Participants
- 144
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,499,432
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,499,432
- Employer contributions
- $124,748
- Participant contributions
- $704,175
- Total income / additions
- $2,492,853
- Benefits paid
- $946,973
- Administrative expenses
- $36,592
- Total expenses
- $983,565
- Net increase / (decrease)
- $1,509,288
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pinnacle Pension Consultants | INVESTMENT ADVISOR | $15,000 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $13,700 | $0 |
| Bolvin & Associates Cpas Pllc | ATTORNEY | $5,146 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,746 | not reported in the loaded dataset |