Tumeq, LLC 401(K) Plan And Trust — Form 5500 plan (Tumeq, 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, Tumeq, LLC 401(K) Plan And Trust is a benefit plan reported by Tumeq, LLC under EIN 27-2017426 and plan number 001. The latest loaded filing year is 2023. The filing reports 360 participants and $16,486,422 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tumeq, LLC
- EIN
- 27-2017426
- Plan number
- 001
- Plan type
- 2
- Location
- Mt Pleasant, SC
- Latest filing year
- 2023
- Participants
- 360
- End-of-year plan assets
- $16,486,422
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 360 | H, C | 20240830145159NAL0007206131002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,486,422
- Net assets (EOY)
- $16,486,422
- Net assets (BOY)
- $13,802,631
Income & contributions
- Employer contributions
- $425,263
- Participant contributions
- $1,199,629
- Total contributions
- $1,706,332
- Total income / additions
- $3,945,054
Expenses & distributions
- Benefits paid
- $1,185,229
- Administrative expenses
- $68,366
- Total expenses
- $1,261,263
- Net increase / (decrease)
- $2,683,791
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $28,867 | $0 | 2023 |
| Boon Administrative Services, Inc. | CONTRACT ADMIN | $14,998 | $0 | 2023 |
| Definiti, LLC | CONTRACT ADMIN | $11,747 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGER | $10,152 | $0 | 2023 |
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | $4,999 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tumeq, LLC
- 2023 Form 5500 filing
- Form 5500 filings in SC
- 401(k) and benefit plan filings in Mt Pleasant, SC
- Empower Annuity Insurance Co Of Ame — Schedule C compensation
- Boon Administrative Services, Inc. — Schedule C compensation
- Definiti, LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Kestra Advisory Services LLC — Schedule C compensation