2023 Form 5500 filing — Tcm Employee Stock Ownership 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 20241015075353NAL0015957715001) for Tcm Employee Stock Ownership Plan, reported by Towneley Capital Management, Inc. under EIN 46-3728846 and plan number 001. It reports 15 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241015075353NAL0015957715001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Towneley Capital Management, Inc.
- EIN
- 46-3728846
- Plan number
- 001
- Location
- Laguna Hills, CA
- Participants
- 15
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,841,341
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,841,341
- Employer contributions
- $257,000
- Total income / additions
- -$197,050
- Benefits paid
- $309,890
- Total expenses
- $309,890
- Net increase / (decrease)
- -$506,940
- Schedule source
- Schedule I