Tgf Management Group 401(K) Plan — Form 5500 plan (Tgf Management Group Holdco 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, Tgf Management Group 401(K) Plan is a benefit plan reported by Tgf Management Group Holdco Inc. under EIN 26-2180750 and plan number 002. The latest loaded filing year is 2023. The filing reports 326 participants and $19,009,028 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tgf Management Group Holdco Inc.
- EIN
- 26-2180750
- Plan number
- 002
- Plan type
- 2
- Location
- Long Beach, CA
- Latest filing year
- 2023
- Participants
- 326
- End-of-year plan assets
- $19,009,028
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 326 | H, C | 20241014133951NAL0013371555001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,009,028
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,009,028
- Net assets (BOY)
- $17,634,297
Income & contributions
- Employer contributions
- $270,427
- Participant contributions
- $1,166,016
- Total contributions
- $1,436,443
- Total income / additions
- $4,053,584
Expenses & distributions
- Benefits paid
- $2,583,477
- Administrative expenses
- $87,508
- Total expenses
- $2,678,853
- Net increase / (decrease)
- $1,374,731
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Anthem Financial Services | ADVISOR | $50,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $24,704 | $0 | 2023 |
| Mspc, Certified Public Accountants | ACCOUNTANT/AUDITOR | $10,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tgf Management Group Holdco Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Long Beach, CA
- Anthem Financial Services — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Mspc, Certified Public Accountants — Schedule C compensation