Thales Incentive 401(K) Savings Plan — Form 5500 plan (Thales Usa, Inc.)
Plain-English plan 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, Thales Incentive 401(K) Savings Plan is a benefit plan reported by Thales Usa, Inc. under EIN 06-0938363 and plan number 003. The latest loaded filing year is 2023. The filing reports 6,445 participants and $1,292,881,986 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Thales Usa, Inc.
- EIN
- 06-0938363
- Plan number
- 003
- Plan type
- 2
- Location
- Arlington, VA
- Latest filing year
- 2023
- Participants
- 6,445
- End-of-year plan assets
- $1,292,881,986
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,445 | H, C | 20241010154255NAL0011677219001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,292,881,986
- Total liabilities (EOY)
- $75
- Net assets (EOY)
- $1,292,881,911
- Net assets (BOY)
- $1,056,405,104
Income & contributions
- Employer contributions
- $35,379,874
- Participant contributions
- $45,592,380
- Total contributions
- $88,226,988
- Total income / additions
- $324,661,106
Expenses & distributions
- Benefits paid
- $87,716,576
- Administrative expenses
- $494,720
- Total expenses
- $88,285,027
- Net increase / (decrease)
- $236,376,079
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $285,814 | $0 | 2023 |
| Hartland & Co | INVESTMENT ADVISOR | $173,604 | not reported in the loaded dataset | 2023 |
| Pickett, Chaney & Mcmullen Llp | ACCOUNTANT/AUDITOR | $27,750 | not reported in the loaded dataset | 2023 |
| Thompson Hine | ATTORNEY/LEGAL | $12,264 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Thales Usa, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Arlington, VA
- Fidelity Investments Institutional — Schedule C compensation
- Hartland & Co — Schedule C compensation
- Pickett, Chaney & Mcmullen Llp — Schedule C compensation
- Thompson Hine — Schedule C compensation