Plan5500

Thatcher Company Profit Sharing Plan — Form 5500 plan (Thatcher Group, 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, Thatcher Company Profit Sharing Plan is a benefit plan reported by Thatcher Group, Inc. under EIN 88-0472619 and plan number 001. The latest loaded filing year is 2023. The filing reports 523 participants and $89,763,948 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Thatcher Group, Inc.
EIN
88-0472619
Plan number
001
Plan type
2
Location
Salt Lake City, UT
Latest filing year
2023
Participants
523
End-of-year plan assets
$89,763,948

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023523H, C20241015154352NAL0016787555001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$89,763,948
Total liabilities (EOY)
$0
Net assets (EOY)
$89,763,948
Net assets (BOY)
$81,110,243

Income & contributions

Employer contributions
$9,625,579
Participant contributions
$0
Total contributions
$9,625,579
Total income / additions
$20,104,500

Expenses & distributions

Benefits paid
$11,318,972
Administrative expenses
$131,823
Total expenses
$11,450,795
Net increase / (decrease)
$8,653,705

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$158,332$02023
Kestra Advisory Services LLCINVESTMENT ADVISOR$98,069not reported in the loaded dataset2023

Related Form 5500 pages