Plan5500

Towne Retirement 401(K) Plan — Form 5500 plan (Towne Properties Asset Management Company, 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, Towne Retirement 401(K) Plan is a benefit plan reported by Towne Properties Asset Management Company, Inc. under EIN 31-0945003 and plan number 001. The latest loaded filing year is 2023. The filing reports 787 participants and $42,767,913 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Towne Properties Asset Management Company, Inc.
EIN
31-0945003
Plan number
001
Plan type
2
Location
Cincinnati, OH
Latest filing year
2023
Participants
787
End-of-year plan assets
$42,767,913

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023787H, C20241009070122NAL0018830017001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$42,767,913
Total liabilities (EOY)
$0
Net assets (EOY)
$42,767,913
Net assets (BOY)
$36,998,556

Income & contributions

Employer contributions
$434,482
Participant contributions
$1,947,329
Total contributions
$2,556,249
Total income / additions
$8,134,948

Expenses & distributions

Benefits paid
$2,223,387
Administrative expenses
$142,204
Total expenses
$2,365,591
Net increase / (decrease)
$5,769,357

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pension Corporation Of AmericaNONE$96,380not reported in the loaded dataset2023
Pca Investment Advisory ServicesNONE$45,824not reported in the loaded dataset2023

Related Form 5500 pages