2023 Form 5500 filing — Thrive Communities 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 20241008125511NAL0017563553001) for Thrive Communities 401(K) Plan, reported by Thrive Communities Management, LLC under EIN 47-3242364 and plan number 001. It reports 701 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008125511NAL0017563553001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Thrive Communities Management, LLC
- EIN
- 47-3242364
- Plan number
- 001
- Location
- Seattle, WA
- Participants
- 701
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,163,281
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,163,281
- Employer contributions
- $1,121,961
- Participant contributions
- $2,714,283
- Total income / additions
- $6,519,406
- Benefits paid
- $1,778,874
- Administrative expenses
- $120,212
- Total expenses
- $1,918,977
- Net increase / (decrease)
- $4,600,429
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $76,142 | $0 |
| Trutina Financial LLC | ADVISOR | $23,705 | not reported in the loaded dataset |
| Cbiz Accounting, Tax | ACCOUNTANT/AUDITOR | $20,365 | not reported in the loaded dataset |