Twin Oaks Juvenile Development, Inc. 401(K) Plan — Form 5500 plan (Twin Oaks Juvenile Development, 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, Twin Oaks Juvenile Development, Inc. 401(K) Plan is a benefit plan reported by Twin Oaks Juvenile Development, Inc. under EIN 59-3512790 and plan number 002. The latest loaded filing year is 2023. The filing reports 449 participants and $4,026,505 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Twin Oaks Juvenile Development, Inc.
- EIN
- 59-3512790
- Plan number
- 002
- Plan type
- 2
- Location
- Tallahassee, FL
- Latest filing year
- 2023
- Participants
- 449
- End-of-year plan assets
- $4,026,505
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 449 | H, C | 20240729094516NAL0019199313001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,026,505
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,026,505
- Net assets (BOY)
- $3,264,192
Income & contributions
- Employer contributions
- $68,890
- Participant contributions
- $354,688
- Total contributions
- $423,578
- Total income / additions
- $955,758
Expenses & distributions
- Benefits paid
- $144,187
- Administrative expenses
- $33,109
- Total expenses
- $193,445
- Net increase / (decrease)
- $762,313
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Dp Grow LLC | INVESTMENT ADVISOR | $21,470 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $7,948 | $0 | 2023 |
| The Actuarial Consulting Group | CONTRACT ADMIN | $4,322 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $619 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Twin Oaks Juvenile Development, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Tallahassee, FL
- Dp Grow LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- The Actuarial Consulting Group — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation