2023 Form 5500 filing — Tico 401(K) Retirement Savings 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 20241009082057NAL0036459154001) for Tico 401(K) Retirement Savings Plan, reported by Terminal Investment Corporation under EIN 58-6015509 and plan number 001. It reports 525 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$8.5MReported net assets$8,541,802

Participants525

Provider compensation$24.4K4 Schedule C row(s)$24,407

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241009082057NAL0036459154001
Plan sponsor: Terminal Investment Corporation
EIN: 58-6015509
Plan number: 001
Location: Savannah, GA
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$8.5M total assets

Net assets$8.5MLiabilities$0

Money in vs. money out

Total income / additions$2.8M

Total expenses$925K

Benefits paid / distributions$834K

Contributions

Employer$433.3K

Participant$1.1M

Full reported line items

Total assets (EOY): $8,541,802
Total liabilities (EOY): $0
Net assets (EOY): $8,541,802
Employer contributions: $433,328
Participant contributions: $1,063,481
Total income / additions: $2,818,674
Benefits paid: $833,998
Administrative expenses: $91,029
Total expenses: $925,027
Net increase / (decrease): $1,893,647

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Capfinancial Partners LLC$20.8K
SERVICE PROVIDER · Direct $0 · Indirect $20.8K
2
The Retirement Advantage, Inc$3.6K
OTHER SERVICES · Direct $3.6K
3
Morningstar Investment Management$1
INVESTMENT ADVISORY · Direct $1
4
Voya Retirement Insurance And Annui$1
SERVICE PROVIDER · Direct $1

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009082057NAL0036459154001 cover?: It is the 2023 Form 5500 filing for Tico 401(K) Retirement Savings Plan, reported by Terminal Investment Corporation (EIN 58-6015509).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).