2023 Form 5500 filing — Tervis Tumbler Company 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 20250519144827NAL0000821571001) for Tervis Tumbler Company 401(K) Plan, reported by Tervis Tumbler Company under EIN 59-1214892 and plan number 001. It reports 464 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$15.4MReported net assets$15,426,482
Participants464
Provider compensation$57.4K3 Schedule C row(s)$57,350
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250519144827NAL0000821571001
- Plan sponsor
- Tervis Tumbler Company
- EIN
- 59-1214892
- Plan number
- 001
- Location
- Venice, FL
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$15.4M total assets
Net assets$15.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $15,426,482
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,426,482
- Employer contributions
- $0
- Participant contributions
- $673,953
- Total income / additions
- $3,044,525
- Benefits paid
- $3,819,429
- Administrative expenses
- $57,350
- Total expenses
- $3,876,779
- Net increase / (decrease)
- -$832,254
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $26,995 | $0 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $25,771 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,584 | not reported in the loaded dataset |