2023 Form 5500 filing — Thatcher Company 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 20241015154352NAL0016787555001) for Thatcher Company Profit Sharing Plan, reported by Thatcher Group, Inc. under EIN 88-0472619 and plan number 001. It reports 523 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015154352NAL0016787555001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Thatcher Group, Inc.
- EIN
- 88-0472619
- Plan number
- 001
- Location
- Salt Lake City, UT
- Participants
- 523
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $89,763,948
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $89,763,948
- Employer contributions
- $9,625,579
- Participant contributions
- $0
- Total income / additions
- $20,104,500
- Benefits paid
- $11,318,972
- Administrative expenses
- $131,823
- Total expenses
- $11,450,795
- Net increase / (decrease)
- $8,653,705
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $158,332 | $0 |
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | $98,069 | not reported in the loaded dataset |