Thea Enterprises LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Thea Enterprises LLC)
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, Thea Enterprises LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Thea Enterprises LLC under EIN 22-3412646 and plan number 003. The latest loaded filing year is 2023. The filing reports 209 participants and $13,017,779 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Thea Enterprises LLC
- EIN
- 22-3412646
- Plan number
- 003
- Plan type
- 2
- Location
- Clifton, NJ
- Latest filing year
- 2023
- Participants
- 209
- End-of-year plan assets
- $13,017,779
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 209 | H, C | 20241010111419NAL0020878913001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,017,779
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,017,779
- Net assets (BOY)
- $11,212,400
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $775,336
- Total contributions
- $875,595
- Total income / additions
- $2,659,768
Expenses & distributions
- Benefits paid
- $808,416
- Administrative expenses
- $45,973
- Total expenses
- $854,389
- Net increase / (decrease)
- $1,805,379
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs - Retirement Plan Consulting | ADVISOR | $23,110 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | RECORDKEEPER | $22,104 | not reported in the loaded dataset | 2023 |