Tiber Capital Group LLC 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Tiber Capital 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, Tiber Capital Group LLC 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Tiber Capital Group LLC under EIN 83-2250098 and plan number 001. The latest loaded filing year is 2023. The filing reports 571 participants and $2,746,620 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tiber Capital Group LLC
EIN
83-2250098
Plan number
001
Plan type
2
Location
Capitol Heights, MD
Latest filing year
2023
Participants
571
End-of-year plan assets
$2,746,620

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023571H, C20241010132359NAL0011499827001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,746,620
Total liabilities (EOY)
$0
Net assets (EOY)
$2,746,620
Net assets (BOY)
$2,261,289

Income & contributions

Participant contributions
$762,573
Total contributions
$795,733
Total income / additions
$1,223,377

Expenses & distributions

Benefits paid
$683,327
Administrative expenses
$54,719
Total expenses
$738,046
Net increase / (decrease)
$485,331

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Admin. Group, LLC Dba Tag ResourcesRECORD KEEPER$29,540$02023
Transamerica Financial Life InsRECORD KEEPER$12,813$02023
Raymond James Financial ServicesINVESTMENT ADVISORY PLAN$12,366not reported in the loaded dataset2023

Related Form 5500 pages