2023 Form 5500 filing — Tcrg 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 20241002095308NAL0008623057001) for Tcrg 401(K) Plan, reported by Texas Capitalization Resource Group, Inc. under EIN 20-1765214 and plan number 001. It reports 482 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002095308NAL0008623057001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Texas Capitalization Resource Group, Inc.
- EIN
- 20-1765214
- Plan number
- 001
- Location
- Fort Worth, TX
- Participants
- 482
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,257,833
- Net assets (EOY)
- $4,257,833
- Employer contributions
- $0
- Participant contributions
- $667,251
- Total income / additions
- $1,309,333
- Benefits paid
- $321,675
- Administrative expenses
- $44,418
- Total expenses
- $379,395
- Net increase / (decrease)
- $929,938
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISORY - PLA | $17,856 | $0 |
| Transamerica Retirement Solutions | RECORDKEEPER | $16,482 | $0 |
| Nova 401(K) Associates Lp | THIRD PARTY ADMINISTRATOR | $10,080 | $125 |