Tcm Employee Stock Ownership Plan — Form 5500 plan (Towneley Capital Management, 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, Tcm Employee Stock Ownership Plan is a benefit plan reported by Towneley Capital Management, Inc. under EIN 46-3728846 and plan number 001. The latest loaded filing year is 2023. The filing reports 15 participants and $2,841,341 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Towneley Capital Management, Inc.
- EIN
- 46-3728846
- Plan number
- 001
- Plan type
- 2
- Location
- Laguna Hills, CA
- Latest filing year
- 2023
- Participants
- 15
- End-of-year plan assets
- $2,841,341
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 15 | I | 20241015075353NAL0015957715001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,841,341
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,841,341
- Net assets (BOY)
- $3,348,281
Income & contributions
- Employer contributions
- $257,000
- Total income / additions
- -$197,050
Expenses & distributions
- Benefits paid
- $309,890
- Total expenses
- $309,890
- Net increase / (decrease)
- -$506,940
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.