Thomas Instrument, Inc. 401(K) Plan — Form 5500 plan (Thomas Instrument, 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, Thomas Instrument, Inc. 401(K) Plan is a benefit plan reported by Thomas Instrument, Inc. under EIN 74-1481595 and plan number 001. The latest loaded filing year is 2023. The filing reports 260 participants and $22,801,635 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Thomas Instrument, Inc.
- EIN
- 74-1481595
- Plan number
- 001
- Plan type
- 2
- Location
- Brookshire, TX
- Latest filing year
- 2023
- Participants
- 260
- End-of-year plan assets
- $22,801,635
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 260 | H, C | 20250403212005NAL0016788240001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,801,635
- Total liabilities (EOY)
- $600
- Net assets (EOY)
- $22,801,035
- Net assets (BOY)
- $20,611,810
Income & contributions
- Employer contributions
- $595,874
- Participant contributions
- $1,171,556
- Total contributions
- $2,559,252
- Total income / additions
- $5,096,015
Expenses & distributions
- Benefits paid
- $2,833,580
- Administrative expenses
- $70,937
- Total expenses
- $2,906,790
- Net increase / (decrease)
- $2,189,225
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Gallagher Benefit Services | INVESTMENT ADVISOR | $16,187 | not reported in the loaded dataset | 2023 |
| Loren D Stark Company | CONTRACT ADMIN | $3,000 | $10,359 | 2023 |
| Empower Annuity Insurance Co. Of Am | RECORDKEEPER | $4,527 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,040 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Thomas Instrument, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Brookshire, TX
- Gallagher Benefit Services — Schedule C compensation
- Loren D Stark Company — Schedule C compensation
- Empower Annuity Insurance Co. Of Am — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation