Tm3 Systems Inc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Tm3 Systems 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, Tm3 Systems Inc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Tm3 Systems Inc under EIN 46-1475355 and plan number 001. The latest loaded filing year is 2023. The filing reports 283 participants and $8,616,696 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tm3 Systems Inc
- EIN
- 46-1475355
- Plan number
- 001
- Plan type
- 2
- Location
- Trumbull, CT
- Latest filing year
- 2023
- Participants
- 283
- End-of-year plan assets
- $8,616,696
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 283 | H, C | 20241011140944NAL0012575507001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,616,696
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,616,696
- Net assets (BOY)
- $6,877,974
Income & contributions
- Employer contributions
- $327,933
- Participant contributions
- $782,010
- Total contributions
- $1,110,893
- Total income / additions
- $2,275,735
Expenses & distributions
- Benefits paid
- $508,875
- Administrative expenses
- $28,138
- Total expenses
- $537,013
- Net increase / (decrease)
- $1,738,722
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Excel Wealth Management, LLC | ADVISOR | $13,666 | not reported in the loaded dataset | 2023 |
| Erisa Fiduciary Services, Inc. | CONTRACT ADMINISTRATOR | $6,790 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | RECORDKEEPER | $5,184 | not reported in the loaded dataset | 2023 |