2023 Form 5500 filing — Thompson Holdings, Inc. 401(K) And 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 20241015132940NAL0016491635001) for Thompson Holdings, Inc. 401(K) And Employee Stock Ownership Plan, reported by Thompson Holdings, Inc. under EIN 72-1381313 and plan number 001. It reports 564 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015132940NAL0016491635001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Thompson Holdings, Inc.
- EIN
- 72-1381313
- Plan number
- 001
- Location
- Mobile, AL
- Participants
- 564
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $84,209,527
- Total liabilities (EOY)
- $11,146,171
- Net assets (EOY)
- $73,063,356
- Employer contributions
- $1,377,725
- Participant contributions
- $2,587,457
- Total income / additions
- $19,825,211
- Benefits paid
- $4,791,979
- Administrative expenses
- $130,466
- Total expenses
- $5,130,046
- Net increase / (decrease)
- $14,695,165
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MANAGER | $64,125 | not reported in the loaded dataset |
| Raymond James & Associates, Inc. | INVESTMENT ADVISOR | $55,709 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $35,225 | $0 |
| Blue Ridge Esop Associates | CONTRACT ADMIN | $3,714 | $5,000 |