2023 Form 5500 filing — Thieman Quality Metal Fab Inc. 401(K) Retirement Savings Plan And Trust
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 20241011104144NAL0036689408001) for Thieman Quality Metal Fab Inc. 401(K) Retirement Savings Plan And Trust, reported by Thieman Quality Metal Fab Inc. under EIN 34-0927189 and plan number 002. It reports 183 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011104144NAL0036689408001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Thieman Quality Metal Fab Inc.
- EIN
- 34-0927189
- Plan number
- 002
- Location
- New Bremen, OH
- Participants
- 183
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,531,899
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,531,899
- Employer contributions
- $192,328
- Participant contributions
- $897,855
- Total income / additions
- $4,754,903
- Benefits paid
- $1,641,291
- Administrative expenses
- $87,985
- Total expenses
- $1,730,647
- Net increase / (decrease)
- $3,024,256
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $87,984 | $0 |
| Ubs Financial Services Inc | INVESTMENT ADVISORY | $0 | $50,434 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |