Thi, Incorporated Section 401k Retirement Savings Plan And Trust — Form 5500 plan (Thi, 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, Thi, Incorporated Section 401k Retirement Savings Plan And Trust is a benefit plan reported by Thi, Inc. under EIN 38-3049421 and plan number 001. The latest loaded filing year is 2023. The filing reports 231 participants and $12,116,791 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Thi, Inc.
EIN
38-3049421
Plan number
001
Plan type
2
Location
Grand Rapids, MI
Latest filing year
2023
Participants
231
End-of-year plan assets
$12,116,791

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023231H, C20241011133607NAL0038872960001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,116,791
Net assets (EOY)
$12,116,791
Net assets (BOY)
$10,286,447

Income & contributions

Employer contributions
$275,710
Participant contributions
$429,998
Total contributions
$705,708
Total income / additions
$2,361,159

Expenses & distributions

Benefits paid
$477,420
Administrative expenses
$53,395
Total expenses
$530,815
Net increase / (decrease)
$1,830,344

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$30,657$02023
Empower Advisory Group, LLCINVESTMENT MGMT$23,822not reported in the loaded dataset2023
Fifth Third Bank Retirement ServiceINVESTMENT ADVISOR$13,897not reported in the loaded dataset2023

Related Form 5500 pages