2023 Form 5500 filing — Twg - Twf Services 401(K) Retirement 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 20241010155300NAL0011692387001) for Twg - Twf Services 401(K) Retirement Plan, reported by Twf - Twf Services, LLC under EIN 88-4223308 and plan number 001. It reports 219 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010155300NAL0011692387001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Twf - Twf Services, LLC
- EIN
- 88-4223308
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 219
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,454,138
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,454,138
- Employer contributions
- $214,886
- Participant contributions
- $401,747
- Total income / additions
- $1,753,868
- Benefits paid
- $916,025
- Administrative expenses
- $43,500
- Total expenses
- $959,525
- Net increase / (decrease)
- $794,343
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Forest Capital Management | NONE | $23,239 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $20,261 | $0 |