Twg - Twf Services 401(K) Retirement Plan — Form 5500 plan (Twf - Twf Services, 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, Twg - Twf Services 401(K) Retirement Plan is a benefit plan reported by Twf - Twf Services, LLC under EIN 88-4223308 and plan number 001. The latest loaded filing year is 2023. The filing reports 219 participants and $7,454,138 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Twf - Twf Services, LLC
EIN
88-4223308
Plan number
001
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
219
End-of-year plan assets
$7,454,138

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023219H, C20241010155300NAL0011692387001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,454,138
Total liabilities (EOY)
$0
Net assets (EOY)
$7,454,138
Net assets (BOY)
$6,659,795

Income & contributions

Employer contributions
$214,886
Participant contributions
$401,747
Total contributions
$616,633
Total income / additions
$1,753,868

Expenses & distributions

Benefits paid
$916,025
Administrative expenses
$43,500
Total expenses
$959,525
Net increase / (decrease)
$794,343

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Forest Capital ManagementNONE$23,239not reported in the loaded dataset2023
The Vanguard Group, Inc.NONE$20,261$02023

Related Form 5500 pages