2023 Form 5500 filing — The Tustin Group 401(K) Retirement
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 20250227102337NAL0002113937001) for The Tustin Group 401(K) Retirement, reported by Tustin Mechanical Services under EIN 80-0753265 and plan number 001. It reports 298 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250227102337NAL0002113937001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tustin Mechanical Services
- EIN
- 80-0753265
- Plan number
- 001
- Location
- Norristown, PA
- Participants
- 298
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,012,082
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,012,082
- Employer contributions
- $609,749
- Participant contributions
- $1,333,784
- Total income / additions
- $4,644,301
- Benefits paid
- $1,124,872
- Administrative expenses
- $56,909
- Total expenses
- $1,185,249
- Net increase / (decrease)
- $3,459,052
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $62,190 | $0 |
| Rbc Capital Markets LLC | INVESTMENT ADVISOR | $34,652 | not reported in the loaded dataset |
| The Paragon Alliance Group, LLC | CONTRACT ADMIN | $0 | $14,591 |