2023 Form 5500 filing — Thompson Distribution 401(K) 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 20241015135959NAL0049771424001) for Thompson Distribution 401(K) Plan, reported by Mta Distributors, Inc. under EIN 62-1089936 and plan number 001. It reports 169 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015135959NAL0049771424001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mta Distributors, Inc.
- EIN
- 62-1089936
- Plan number
- 001
- Location
- Whites Creek, TN
- Participants
- 169
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,691,903
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,691,903
- Employer contributions
- $151,583
- Participant contributions
- $665,047
- Total income / additions
- $2,145,434
- Benefits paid
- $752,304
- Administrative expenses
- $23,233
- Total expenses
- $778,418
- Net increase / (decrease)
- $1,367,016
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James And Associates | ADVISOR | $17,628 | not reported in the loaded dataset |
| Access Retirement Services LLC | TPA | $2,975 | not reported in the loaded dataset |
| The Vanguard Group Inc | RECORDKEEPER | $2,455 | not reported in the loaded dataset |