Tervis Tumbler Company 401(K) Plan — Form 5500 plan (Tervis Tumbler Company)
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, Tervis Tumbler Company 401(K) Plan is a benefit plan reported by Tervis Tumbler Company under EIN 59-1214892 and plan number 001. The latest loaded filing year is 2023. The filing reports 464 participants and $15,426,482 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$15.4MPlan net assets, end of year$15,426,482
Participants464Covered participants reported
Assets / participant$33.2KComputed: assets ÷ participants$33,247 (computed)
Provider compensation$57.4K3 Schedule C provider row(s)$57,350
- Plan sponsor
- Tervis Tumbler Company
- EIN
- 59-1214892
- Plan number
- 001
- Plan type
- 2
- Location
- Venice, FL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 464 | H, C | 20250519144827NAL0000821571001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$15.4M total assets
Net assets$15.4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $15,426,482
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,426,482
- Net assets (BOY)
- $16,258,736
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $673,953
- Total contributions
- $673,953
- Total income / additions
- $3,044,525
Expenses & distributions
- Benefits paid
- $3,819,429
- Administrative expenses
- $57,350
- Total expenses
- $3,876,779
- Net increase / (decrease)
- -$832,254
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
100%
Employer 0%Participant 100%
Total expenses ÷ net assets25%Computed ratio
Benefits paid ÷ total income125%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $26,995 | $0 | 2023 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $25,771 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,584 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tervis Tumbler Company
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Venice, FL
- Empower Annuity Insurance Company O — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation