2023 Form 5500 filing — Turtle & Hughes, Inc. 401(K) 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 20241014142132NAL0026395217001) for Turtle & Hughes, Inc. 401(K) Savings Plan, reported by Turtle & Hughes, Inc. under EIN 13-5444820 and plan number 001. It reports 903 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014142132NAL0026395217001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Turtle & Hughes, Inc.
- EIN
- 13-5444820
- Plan number
- 001
- Location
- Clark, NJ
- Participants
- 903
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $98,328,311
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $98,328,311
- Employer contributions
- $1,500,248
- Participant contributions
- $5,650,596
- Total income / additions
- $20,466,623
- Benefits paid
- $24,197,060
- Administrative expenses
- $154,686
- Total expenses
- $24,357,123
- Net increase / (decrease)
- -$3,890,500
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | CONTRACT ADMINISTRATOR | $159,633 | $0 |
| Capfinancial Partners LLC | INVESTMENT ADVISOR | $49,799 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $0 | $0 |