T2 Financial LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (T2 Financial 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, T2 Financial LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by T2 Financial LLC under EIN 82-3060879 and plan number 001. The latest loaded filing year is 2023. The filing reports 743 participants and $11,469,050 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- T2 Financial LLC
- EIN
- 82-3060879
- Plan number
- 001
- Plan type
- 2
- Location
- Westerville, OH
- Latest filing year
- 2023
- Participants
- 743
- End-of-year plan assets
- $11,469,050
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 743 | H, C | 20240731095103NAL0014201539001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,469,050
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,469,050
- Net assets (BOY)
- $8,032,392
Income & contributions
- Employer contributions
- $788,682
- Participant contributions
- $2,208,533
- Total contributions
- $3,776,019
- Total income / additions
- $5,562,610
Expenses & distributions
- Benefits paid
- $2,055,122
- Administrative expenses
- $48,182
- Total expenses
- $2,125,952
- Net increase / (decrease)
- $3,436,658
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Everhart Advisor | ADVISOR | $20,800 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | RECORDKEEPER | $16,762 | not reported in the loaded dataset | 2023 |
| Erisa Fiduciary Services, Inc. | CONTRACT ADMINISTRATOR | $7,360 | not reported in the loaded dataset | 2023 |