Theoris Group, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Theoris, 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, Theoris Group, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Theoris, Inc. under EIN 35-1604343 and plan number 001. The latest loaded filing year is 2023. The filing reports 364 participants and $13,746,187 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Theoris, Inc.
EIN
35-1604343
Plan number
001
Plan type
2
Location
Indianapolis, IN
Latest filing year
2023
Participants
364
End-of-year plan assets
$13,746,187

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023364H, C20241015143527NAL0016642227001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,746,187
Total liabilities (EOY)
$0
Net assets (EOY)
$13,746,187
Net assets (BOY)
$11,062,995

Income & contributions

Employer contributions
$308,277
Participant contributions
$1,045,547
Total contributions
$1,415,790
Total income / additions
$3,502,510

Expenses & distributions

Benefits paid
$779,503
Administrative expenses
$35,347
Total expenses
$819,318
Net increase / (decrease)
$2,683,192

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Shepherd Financial Invest. AdvisoryINVESTMENT/FINANCIAL ADVI$29,878$02023
Adp, Inc.RECORD KEEPER$5,468$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages