Plan5500

Thompson Distribution 401(K) Plan — Form 5500 plan (Mta Distributors, 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, Thompson Distribution 401(K) Plan is a benefit plan reported by Mta Distributors, Inc. under EIN 62-1089936 and plan number 001. The latest loaded filing year is 2023. The filing reports 169 participants and $7,691,903 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mta Distributors, Inc.
EIN
62-1089936
Plan number
001
Plan type
2
Location
Whites Creek, TN
Latest filing year
2023
Participants
169
End-of-year plan assets
$7,691,903

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023169H, C20241015135959NAL0049771424001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,691,903
Total liabilities (EOY)
$0
Net assets (EOY)
$7,691,903
Net assets (BOY)
$3,837,322

Income & contributions

Employer contributions
$151,583
Participant contributions
$665,047
Total contributions
$1,251,972
Total income / additions
$2,145,434

Expenses & distributions

Benefits paid
$752,304
Administrative expenses
$23,233
Total expenses
$778,418
Net increase / (decrease)
$1,367,016

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Raymond James And AssociatesADVISOR$17,628not reported in the loaded dataset2023
Access Retirement Services LLCTPA$2,975not reported in the loaded dataset2023
The Vanguard Group IncRECORDKEEPER$2,455not reported in the loaded dataset2023

Related Form 5500 pages