2023 Form 5500 filing — Thomas, Judy And Tucker 401(K) Profit Sharing 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 20241003071809NAL0019896530001) for Thomas, Judy And Tucker 401(K) Profit Sharing Plan, reported by Thomas, Judy And Tucker P.A. under EIN 56-1965804 and plan number 001. It reports 237 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003071809NAL0019896530001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Thomas, Judy And Tucker P.A.
- EIN
- 56-1965804
- Plan number
- 001
- Location
- Raleigh, NC
- Participants
- 237
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,219,797
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,219,797
- Employer contributions
- $1,118,983
- Participant contributions
- $1,364,223
- Total income / additions
- $5,631,761
- Benefits paid
- $680,371
- Administrative expenses
- $140,006
- Total expenses
- $820,377
- Net increase / (decrease)
- $4,811,384
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $92,197 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $21,233 | $0 |
| Qualified Retirement Plan Services | CONTRACT ADMIN | $15,575 | not reported in the loaded dataset |