Tm Pay, Inc. 401(K) Plan — Form 5500 plan (Tm Pay, 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, Tm Pay, Inc. 401(K) Plan is a benefit plan reported by Tm Pay, Inc. under EIN 85-3949163 and plan number 001. The latest loaded filing year is 2023. The filing reports 417 participants and $20,766,068 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tm Pay, Inc.
- EIN
- 85-3949163
- Plan number
- 001
- Plan type
- 2
- Location
- Independence, MO
- Latest filing year
- 2023
- Participants
- 417
- End-of-year plan assets
- $20,766,068
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 417 | H, C | 20240816145154NAL0024806656001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,766,068
- Total liabilities (EOY)
- $100
- Net assets (EOY)
- $20,765,968
- Net assets (BOY)
- $16,776,090
Income & contributions
- Employer contributions
- $635,618
- Participant contributions
- $1,145,867
- Total contributions
- $1,781,592
- Total income / additions
- $4,806,541
Expenses & distributions
- Benefits paid
- $740,533
- Administrative expenses
- $76,130
- Total expenses
- $816,663
- Net increase / (decrease)
- $3,989,878
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| North American Ktrade Alliance, LLC | RECORDKEEPER | $35,795 | not reported in the loaded dataset | 2023 |
| Modern Wealth Holdings | BROKER | $14,088 | not reported in the loaded dataset | 2023 |
| Demars Pension Consulting | TPA | $13,163 | not reported in the loaded dataset | 2023 |
| Bfg Management Services | BROKER | $12,984 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | CUSTODIAN | $0 | $123 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tm Pay, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Independence, MO
- North American Ktrade Alliance, LLC — Schedule C compensation
- Modern Wealth Holdings — Schedule C compensation
- Demars Pension Consulting — Schedule C compensation
- Bfg Management Services — Schedule C compensation
- Matrix Trust Company — Schedule C compensation