The Larson Group 401(K) Plan — Form 5500 plan (Tlg Operations, 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, The Larson Group 401(K) Plan is a benefit plan reported by Tlg Operations, LLC under EIN 43-1463305 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,290 participants and $53,876,605 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tlg Operations, LLC
EIN
43-1463305
Plan number
001
Plan type
2
Location
Springfield, MO
Latest filing year
2023
Participants
1,290
End-of-year plan assets
$53,876,605

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,290H, C20240531082323NAL0014482225001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$53,876,605
Total liabilities (EOY)
$0
Net assets (EOY)
$53,876,605
Net assets (BOY)
$44,263,326

Income & contributions

Employer contributions
$1,157,615
Participant contributions
$4,403,163
Total contributions
$5,728,261
Total income / additions
$13,626,279

Expenses & distributions

Benefits paid
$3,827,017
Administrative expenses
$45,347
Total expenses
$4,013,000
Net increase / (decrease)
$9,613,279

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Jpmorgan Invest Holdings LLCRECORDKEEPER$32,222$02023
Bkd LlpAUDITOR$13,125not reported in the loaded dataset2023

Related Form 5500 pages