2023 Form 5500 filing — Tsp Institute, Inc. 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 20241014092851NAL0014701395001) for Tsp Institute, Inc. 401(K) Plan, reported by Tsp Institute, Inc. under EIN 85-0487541 and plan number 001. It reports 229 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014092851NAL0014701395001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tsp Institute, Inc.
- EIN
- 85-0487541
- Plan number
- 001
- Location
- St. Petersburg, FL
- Participants
- 229
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,389,109
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,389,109
- Employer contributions
- $91,435
- Participant contributions
- $377,298
- Total income / additions
- $1,002,204
- Benefits paid
- $628,020
- Administrative expenses
- $47,242
- Total expenses
- $684,645
- Net increase / (decrease)
- $317,559
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $23,336 | $0 |
| Freegulliver | INVESTMENT ADVISOR | $12,341 | not reported in the loaded dataset |
| Fiduciary Consulting Group Inc | PLAN ADMIN/FIDUCIARY | $8,826 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,739 | not reported in the loaded dataset |