Tmf Group Holdings, Inc. Employee Stock Ownership Plan — Form 5500 plan (Tmf Group Holdings, 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, Tmf Group Holdings, Inc. Employee Stock Ownership Plan is a benefit plan reported by Tmf Group Holdings, Inc. under EIN 83-1496046 and plan number 001. The latest loaded filing year is 2023. The filing reports 172 participants and $46,886,649 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$46.4MPlan net assets, end of year$46,444,696
Participants172Covered participants reported
Assets / participant$272.6KComputed: assets ÷ participants$272,597 (computed)
Provider compensationNone reported
Plan sponsor
Tmf Group Holdings, Inc.
EIN
83-1496046
Plan number
001
Plan type
2
Location
Plano, IL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023172H20241003110314NAL0017532464001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$46.9M total assets
Net assets$46.4MLiabilities$442K
Money in vs. money out
Total income / additions$10.3M
Total expenses$203.6K
Benefits paid / distributions$188.4K
Contributions
Employer$196.8K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$46,886,649
Total liabilities (EOY)
$441,953
Net assets (EOY)
$46,444,696
Net assets (BOY)
$36,356,976

Income & contributions

Employer contributions
$196,815
Total contributions
$196,815
Total income / additions
$10,291,356

Expenses & distributions

Benefits paid
$188,389
Administrative expenses
$0
Total expenses
$203,636
Net increase / (decrease)
$10,087,720
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets0%Computed ratio
Benefits paid ÷ total income2%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages