Tmi Tax Services Group Inc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Tmi Tax Services Group 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, Tmi Tax Services Group Inc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Tmi Tax Services Group Inc under EIN 20-5002270 and plan number 002. The latest loaded filing year is 2023. The filing reports 12 participants and $3,056,610 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tmi Tax Services Group Inc
- EIN
- 20-5002270
- Plan number
- 002
- Plan type
- 2
- Location
- Cupertino, CA
- Latest filing year
- 2023
- Participants
- 12
- End-of-year plan assets
- $3,056,610
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 12 | I | 20240710200128NAL0008975603001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,056,610
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,056,610
- Net assets (BOY)
- $2,484,578
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $71,352
- Total income / additions
- $702,809
Expenses & distributions
- Benefits paid
- $130,582
- Administrative expenses
- $195
- Total expenses
- $130,777
- Net increase / (decrease)
- $572,032
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.