2023 Form 5500 filing — Thomas, Bennett & Hunter, Inc. Employee Profit Sharing 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 20241015112454NAL0016226963001) for Thomas, Bennett & Hunter, Inc. Employee Profit Sharing Plan, reported by Thomas, Bennett & Hunter, Inc. under EIN 52-0507300 and plan number 001. It reports 133 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015112454NAL0016226963001
Filing year
2023
Form type
2
Plan sponsor
Thomas, Bennett & Hunter, Inc.
EIN
52-0507300
Plan number
001
Location
Westminster, MD
Participants
133
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$19,857,095
Total liabilities (EOY)
$0
Net assets (EOY)
$19,857,095
Employer contributions
$1,780,000
Participant contributions
$0
Total income / additions
$3,581,117
Benefits paid
$1,186,058
Administrative expenses
$1,741
Total expenses
$1,250,032
Net increase / (decrease)
$2,331,085
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Insurance Company ORECORDKEEPER$1,741$0

Related Form 5500 pages