Plan5500

Tgm Associates, L. P. 401(K) Plan — Form 5500 plan (Tgm Associates L.P.)

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, Tgm Associates, L. P. 401(K) Plan is a benefit plan reported by Tgm Associates L.P. under EIN 13-3613029 and plan number 001. The latest loaded filing year is 2023. The filing reports 276 participants and $10,263,893 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tgm Associates L.P.
EIN
13-3613029
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
276
End-of-year plan assets
$10,263,893

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023276H, C20240729135739NAL0012573267001
2023281H, C20241120100025NAL0003513985001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$10,227,111

Income & contributions

Employer contributions
$111,810
Participant contributions
$322,072
Total contributions
$433,882
Total income / additions
$1,100,926

Expenses & distributions

Benefits paid
$131,751
Administrative expenses
$25,001
Total expenses
$156,752
Net increase / (decrease)
$944,174

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Creative Planning LLCINVESTMENT ADVISOR$36,436not reported in the loaded dataset2023
Ameritas Life Insurance Corp Of NyBUNDLED RECORDKEEPER$26,229$02023
Creative Planning LLCINVESTMENT ADVISOR$13,946not reported in the loaded dataset2023
Ameritas Life Insurance Corp Of NyBUNDLED RECORDKEEPER$11,055$02023

Related Form 5500 pages