2023 Form 5500 filing — Thompson Thrift Retirement 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 20241017062653NAL0032820033001) for Thompson Thrift Retirement Plan, reported by Thompson Thrift Construction, Inc. under EIN 35-1941978 and plan number 001. It reports 661 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241017062653NAL0032820033001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Thompson Thrift Construction, Inc.
- EIN
- 35-1941978
- Plan number
- 001
- Location
- Terre Haute, IN
- Participants
- 661
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,838,194
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,838,194
- Employer contributions
- $2,206,603
- Participant contributions
- $4,939,044
- Total income / additions
- $11,970,472
- Benefits paid
- $3,570,643
- Administrative expenses
- $97,608
- Total expenses
- $3,668,251
- Net increase / (decrease)
- $8,302,221
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $71,618 | $0 |
| Shepherd Financial Investment Advis | INVESTMENT ADVISOR | $25,990 | not reported in the loaded dataset |