Tmi 401(K) Profit Sharing Trust — Form 5500 plan (Tmi Group Incorporated)
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, Tmi 401(K) Profit Sharing Trust is a benefit plan reported by Tmi Group Incorporated under EIN 86-4365841 and plan number 002. The latest loaded filing year is 2023. The filing reports 342 participants and $28,603,625 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tmi Group Incorporated
- EIN
- 86-4365841
- Plan number
- 002
- Plan type
- 2
- Location
- Dickinson, ND
- Latest filing year
- 2023
- Participants
- 342
- End-of-year plan assets
- $28,603,625
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 342 | H, C | 20240923140317NAL0015529232001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,603,625
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,603,625
- Net assets (BOY)
- $25,913,095
Income & contributions
- Employer contributions
- $229,787
- Participant contributions
- $798,764
- Total contributions
- $1,053,020
- Total income / additions
- $5,117,865
Expenses & distributions
- Benefits paid
- $2,288,024
- Administrative expenses
- $139,311
- Total expenses
- $2,427,335
- Net increase / (decrease)
- $2,690,530
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bravera Wealth | TRUSTEE/ RECORDKEEPER | $139,311 | $0 | 2023 |