Thomas, Judy And Tucker 401(K) Profit Sharing Plan — Form 5500 plan (Thomas, Judy And Tucker P.A.)
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, Thomas, Judy And Tucker 401(K) Profit Sharing Plan is a benefit plan reported by Thomas, Judy And Tucker P.A. under EIN 56-1965804 and plan number 001. The latest loaded filing year is 2023. The filing reports 237 participants and $22,219,797 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Thomas, Judy And Tucker P.A.
- EIN
- 56-1965804
- Plan number
- 001
- Plan type
- 2
- Location
- Raleigh, NC
- Latest filing year
- 2023
- Participants
- 237
- End-of-year plan assets
- $22,219,797
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 237 | H, C | 20241003071809NAL0019896530001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,219,797
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,219,797
- Net assets (BOY)
- $17,408,413
Income & contributions
- Employer contributions
- $1,118,983
- Participant contributions
- $1,364,223
- Total contributions
- $2,488,161
- Total income / additions
- $5,631,761
Expenses & distributions
- Benefits paid
- $680,371
- Administrative expenses
- $140,006
- Total expenses
- $820,377
- Net increase / (decrease)
- $4,811,384
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $92,197 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $21,233 | $0 | 2023 |
| Qualified Retirement Plan Services | CONTRACT ADMIN | $15,575 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Thomas, Judy And Tucker P.A.
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Raleigh, NC
- Capfinancial Partners, LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Qualified Retirement Plan Services — Schedule C compensation