The Townshend Group 401(K) Plan — Form 5500 plan (The Townshend Group, LLC)

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 Townshend Group 401(K) Plan is a benefit plan reported by The Townshend Group, LLC under EIN 81-0790456 and plan number 001. The latest loaded filing year is 2023. The filing reports 198 participants and $5,340,184 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Townshend Group, LLC
EIN
81-0790456
Plan number
001
Plan type
2
Location
Portland, OR
Latest filing year
2023
Participants
198
End-of-year plan assets
$5,340,184

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023198H, C20240726145617NAL0015682129001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,340,184
Total liabilities (EOY)
$0
Net assets (EOY)
$5,340,184
Net assets (BOY)
$3,661,929

Income & contributions

Employer contributions
$349,004
Participant contributions
$721,064
Total contributions
$1,070,068
Total income / additions
$1,860,334

Expenses & distributions

Benefits paid
$167,572
Administrative expenses
$14,507
Total expenses
$182,079
Net increase / (decrease)
$1,678,255

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Deschutes Portfolio Strategy, LLCINVESTMENT ADVISOR FEE$12,827not reported in the loaded dataset2023

Related Form 5500 pages