2023 Form 5500 filing — Total Military Management, Inc. Retirement Plan And Trust
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 20241028105517NAL0003685393001) for Total Military Management, Inc. Retirement Plan And Trust, reported by Total Military Management, Inc. under EIN 27-1785025 and plan number 001. It reports 299 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241028105517NAL0003685393001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Total Military Management, Inc.
- EIN
- 27-1785025
- Plan number
- 001
- Location
- Jacksonville, FL
- Participants
- 299
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,331,768
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,331,768
- Employer contributions
- $496,798
- Participant contributions
- $859,061
- Total income / additions
- $2,789,113
- Benefits paid
- $1,106,220
- Administrative expenses
- $8,092
- Total expenses
- $1,114,312
- Net increase / (decrease)
- $1,674,801
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Onedigital, LLC | SERVICE PROVIDER | $0 | $38,345 |
| William E Hamm And Associates, Inc | SERVICE PROVIDER | $0 | $7,610 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $2,361 | $0 |