Tfe, Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Tfe, 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, Tfe, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Tfe, Inc. under EIN 59-2928338 and plan number 005. The latest loaded filing year is 2023. The filing reports 211 participants and $11,926,535 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tfe, Inc.
- EIN
- 59-2928338
- Plan number
- 005
- Plan type
- 2
- Location
- North Augusta, SC
- Latest filing year
- 2023
- Participants
- 211
- End-of-year plan assets
- $11,926,535
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 211 | H, C | 20240925065252NAL0024769872001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,926,535
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,926,535
- Net assets (BOY)
- $11,479,316
Income & contributions
- Employer contributions
- $307,682
- Participant contributions
- $652,014
- Total contributions
- $1,054,429
- Total income / additions
- $2,991,905
Expenses & distributions
- Benefits paid
- $2,501,121
- Administrative expenses
- $37,886
- Total expenses
- $2,544,686
- Net increase / (decrease)
- $447,219
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| First Citizens Bank And Trust Co | INVESTMENT ADVISOR | $30,000 | not reported in the loaded dataset | 2023 |
| Futureplan By Ascensus | TPA | $7,365 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $403 | $0 | 2023 |
| Empower Advisor Group | INVESTMENT MGMT | $368 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tfe, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in SC
- 401(k) and benefit plan filings in North Augusta, SC
- First Citizens Bank And Trust Co — Schedule C compensation
- Futureplan By Ascensus — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisor Group — Schedule C compensation