2023 Form 5500 filing — The Thompson Organization 401(K) Incentive 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 20241014142758NAL0053962578001) for The Thompson Organization 401(K) Incentive Savings Plan, reported by Thompson Motor Group, Inc. under EIN 23-1707868 and plan number 001. It reports 592 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014142758NAL0053962578001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Thompson Motor Group, Inc.
- EIN
- 23-1707868
- Plan number
- 001
- Location
- Doylestown, PA
- Participants
- 592
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $54,539,211
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $54,539,211
- Employer contributions
- $261,634
- Participant contributions
- $2,510,169
- Total income / additions
- $9,978,533
- Benefits paid
- $2,455,377
- Administrative expenses
- $176,028
- Total expenses
- $2,631,405
- Net increase / (decrease)
- $7,347,128
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Global | INVESTMENT ADVISORY | $90,343 | $11 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $85,508 | $0 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |