Plan5500

Tsp Institute, Inc. 401(K) Plan — Form 5500 plan (Tsp Institute, 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, Tsp Institute, Inc. 401(K) Plan is a benefit plan reported by Tsp Institute, Inc. under EIN 85-0487541 and plan number 001. The latest loaded filing year is 2023. The filing reports 229 participants and $3,389,109 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tsp Institute, Inc.
EIN
85-0487541
Plan number
001
Plan type
2
Location
St. Petersburg, FL
Latest filing year
2023
Participants
229
End-of-year plan assets
$3,389,109

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023229H, C20241014092851NAL0014701395001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,389,109
Total liabilities (EOY)
$0
Net assets (EOY)
$3,389,109
Net assets (BOY)
$3,071,550

Income & contributions

Employer contributions
$91,435
Participant contributions
$377,298
Total contributions
$468,733
Total income / additions
$1,002,204

Expenses & distributions

Benefits paid
$628,020
Administrative expenses
$47,242
Total expenses
$684,645
Net increase / (decrease)
$317,559

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$23,336$02023
FreegulliverINVESTMENT ADVISOR$12,341not reported in the loaded dataset2023
Fiduciary Consulting Group IncPLAN ADMIN/FIDUCIARY$8,826not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$2,739not reported in the loaded dataset2023

Related Form 5500 pages