Tsg Cennox, LLC 401(K) Plan — Form 5500 plan (Tsg Cennox, 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, Tsg Cennox, LLC 401(K) Plan is a benefit plan reported by Tsg Cennox, LLC under EIN 84-5114630 and plan number 001. The latest loaded filing year is 2023. The filing reports 972 participants and $26,961,342 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tsg Cennox, LLC
- EIN
- 84-5114630
- Plan number
- 001
- Plan type
- 2
- Location
- Alpharetta, GA
- Latest filing year
- 2023
- Participants
- 972
- End-of-year plan assets
- $26,961,342
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 972 | H, C | 20250430170609NAL0003313568001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,961,342
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,961,342
- Net assets (BOY)
- $4,211,604
Income & contributions
- Employer contributions
- $1,178,845
- Participant contributions
- $2,140,967
- Total contributions
- $3,500,705
- Total income / additions
- $6,083,621
Expenses & distributions
- Benefits paid
- $3,584,685
- Administrative expenses
- $105,105
- Total expenses
- $3,689,790
- Net increase / (decrease)
- $2,393,831
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alliant Insurance Services Inc. | INVESTMENT ADVISOR | $55,752 | $0 | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $33,872 | $0 | 2023 |
| Cook Martin Poulson, Pc | TPA | $8,170 | $9,727 | 2023 |
| Ifp Advisors Inc. | INVESTMENT ADVISOR | $7,311 | $0 | 2023 |
| Ubs Financial Svcs Ins Agcy | FINANCIAL ADVISOR | $0 | $3,441 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tsg Cennox, LLC
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Alpharetta, GA
- Alliant Insurance Services Inc. — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- Cook Martin Poulson, Pc — Schedule C compensation
- Ifp Advisors Inc. — Schedule C compensation
- Ubs Financial Svcs Ins Agcy — Schedule C compensation