Plan5500

Thule Inc. 401(K) Plan — Form 5500 plan (Thule 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, Thule Inc. 401(K) Plan is a benefit plan reported by Thule Inc. under EIN 13-3053238 and plan number 001. The latest loaded filing year is 2023. The filing reports 558 participants and $39,629,324 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Thule Inc.
EIN
13-3053238
Plan number
001
Plan type
2
Location
Seymour, CT
Latest filing year
2023
Participants
558
End-of-year plan assets
$39,629,324

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023558H, C20240919092549NAL0012211746001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$39,629,324
Net assets (EOY)
$39,629,324
Net assets (BOY)
$34,886,310

Income & contributions

Employer contributions
$881,897
Participant contributions
$2,075,542
Total contributions
$3,133,866
Total income / additions
$9,490,574

Expenses & distributions

Benefits paid
$4,630,148
Administrative expenses
$116,534
Total expenses
$4,747,560
Net increase / (decrease)
$4,743,014

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$63,055$02023
M Holdings SecuritiesINVESTMENT ADVISORY$35,979not reported in the loaded dataset2023
Fiondella, Milone & LasaracinaAUDITOR$17,500not reported in the loaded dataset2023
National Financial ServicesSECURITIES BROKER$0$02023

Related Form 5500 pages