Tf Cornerstone Inc. 401(K) Plan — Form 5500 plan (Tf Cornerstone 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, Tf Cornerstone Inc. 401(K) Plan is a benefit plan reported by Tf Cornerstone Inc. under EIN 13-2766269 and plan number 001. The latest loaded filing year is 2023. The filing reports 433 participants and $60,836,317 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tf Cornerstone Inc.
- EIN
- 13-2766269
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 433
- End-of-year plan assets
- $60,836,317
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 433 | H, C | 20240812133721NAL0016230288001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $60,836,317
- Net assets (EOY)
- $60,836,317
- Net assets (BOY)
- $51,460,827
Income & contributions
- Employer contributions
- $982,929
- Participant contributions
- $3,134,035
- Total contributions
- $4,269,552
- Total income / additions
- $12,605,930
Expenses & distributions
- Benefits paid
- $3,102,100
- Administrative expenses
- $128,340
- Total expenses
- $3,230,440
- Net increase / (decrease)
- $9,375,490
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $111,582 | not reported in the loaded dataset | 2023 |
| Douglas Lane & Associates LLC | NONE | $7,733 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $183 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tf Cornerstone Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Schwab Retirement Plan Services Inc — Schedule C compensation
- Douglas Lane & Associates LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation