Totally Joined For Achieving C 401(K) Profit Sharing Plan Trust — Form 5500 plan (Tjfact Dba Totally Joined For Achieving Collaborative Techniques)
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, Totally Joined For Achieving C 401(K) Profit Sharing Plan Trust is a benefit plan reported by Tjfact Dba Totally Joined For Achieving Collaborative Techniques under EIN 26-1426511 and plan number 001. The latest loaded filing year is 2023. The filing reports 350 participants and $4,089,899 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tjfact Dba Totally Joined For Achieving Collaborative Techniques
- EIN
- 26-1426511
- Plan number
- 001
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 350
- End-of-year plan assets
- $4,089,899
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 350 | H, C | 20250501154649NAL0003347809001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,089,899
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,089,899
- Net assets (BOY)
- $3,607,732
Income & contributions
- Employer contributions
- $277,358
- Participant contributions
- $893,626
- Total contributions
- $1,408,068
- Total income / additions
- $1,951,157
Expenses & distributions
- Benefits paid
- $1,423,290
- Administrative expenses
- $39,532
- Total expenses
- $1,468,990
- Net increase / (decrease)
- $482,167
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $31,329 | $0 | 2023 |
| Morgan Stanley Smith Barney | BROKER/ADVISER | $0 | $16,034 | 2023 |
| My Benefits LLC | CONTRACT ADMIN | $3,195 | $3,650 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGT | $4,733 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Insurance | BROKER/ADVISER | $0 | $1,363 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tjfact Dba Totally Joined For Achieving Collaborative Techniques
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Empower Annuity Insurance Company — Schedule C compensation
- Morgan Stanley Smith Barney — Schedule C compensation
- My Benefits LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Morgan Stanley Insurance — Schedule C compensation