The Tombras Group Profit Sharing/Tax Deferred Saving Plan — Form 5500 plan (The Tombras Group)
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, The Tombras Group Profit Sharing/Tax Deferred Saving Plan is a benefit plan reported by The Tombras Group under EIN 62-0565115 and plan number 001. The latest loaded filing year is 2023. The filing reports 573 participants and $24,328,259 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Tombras Group
- EIN
- 62-0565115
- Plan number
- 001
- Plan type
- 2
- Location
- Knoxville, TN
- Latest filing year
- 2023
- Participants
- 573
- End-of-year plan assets
- $24,328,259
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 573 | H, C | 20241015083554NAL0055216226001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,328,259
- Total liabilities (EOY)
- $5,687
- Net assets (EOY)
- $24,322,572
- Net assets (BOY)
- $17,488,352
Income & contributions
- Employer contributions
- $1,260,334
- Participant contributions
- $3,278,966
- Total contributions
- $4,749,538
- Total income / additions
- $8,048,021
Expenses & distributions
- Benefits paid
- $1,116,165
- Administrative expenses
- $91,949
- Total expenses
- $1,213,801
- Net increase / (decrease)
- $6,834,220
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Great-West Life & Annuity Insurance | RECORDKEEPER | $53,960 | $0 | 2023 |
| Rather & Kittrell, Inc. | INVESTMENT ADVISOR | $24,998 | not reported in the loaded dataset | 2023 |
| Tennessee Pension Administrators | CONTRACT ADMINISTRATOR | $12,963 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Tombras Group
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Knoxville, TN
- Great-West Life & Annuity Insurance — Schedule C compensation
- Rather & Kittrell, Inc. — Schedule C compensation
- Tennessee Pension Administrators — Schedule C compensation