Thalhimer, Inc. Employee Stock Ownership Plan And Trust — Form 5500 plan (Thalhimer, 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, Thalhimer, Inc. Employee Stock Ownership Plan And Trust is a benefit plan reported by Thalhimer, Inc. under EIN 54-1178996 and plan number 004. The latest loaded filing year is 2023. The filing reports 543 participants and $57,724,203 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Thalhimer, Inc.
- EIN
- 54-1178996
- Plan number
- 004
- Plan type
- 2
- Location
- Glen Allen, VA
- Latest filing year
- 2023
- Participants
- 543
- End-of-year plan assets
- $57,724,203
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 543 | H, C | 20240927142414NAL0002383745001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $57,724,203
- Total liabilities (EOY)
- $6,969,205
- Net assets (EOY)
- $50,754,998
- Net assets (BOY)
- $42,343,165
Income & contributions
- Employer contributions
- $2,600,000
- Total contributions
- $2,600,000
- Total income / additions
- $10,337,068
Expenses & distributions
- Benefits paid
- $1,585,021
- Administrative expenses
- $110,564
- Total expenses
- $1,925,235
- Net increase / (decrease)
- $8,411,833
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stout Risius Ross, LLC | NONE | $33,139 | not reported in the loaded dataset | 2023 |
| James F Joyner Iii | NONE | $29,373 | not reported in the loaded dataset | 2023 |
| Transitions Finance Strategies | NONE | $27,652 | not reported in the loaded dataset | 2023 |
| Hantzmon Wiebel LLC | NONE | $20,400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Thalhimer, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Glen Allen, VA
- Stout Risius Ross, LLC — Schedule C compensation
- James F Joyner Iii — Schedule C compensation
- Transitions Finance Strategies — Schedule C compensation
- Hantzmon Wiebel LLC — Schedule C compensation