Plan5500

E.M. Tharp, Inc. 401(K) Plan — Form 5500 plan (E.M. Tharp, 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, E.M. Tharp, Inc. 401(K) Plan is a benefit plan reported by E.M. Tharp, Inc. under EIN 94-1218910 and plan number 002. The latest loaded filing year is 2023. The filing reports 389 participants and $9,173,402 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
E.M. Tharp, Inc.
EIN
94-1218910
Plan number
002
Plan type
2
Location
Porterville, CA
Latest filing year
2023
Participants
389
End-of-year plan assets
$9,173,402

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023389H, C20241007131629NAL0016101857001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,173,402
Total liabilities (EOY)
$12,093
Net assets (EOY)
$9,161,309
Net assets (BOY)
$7,866,226

Income & contributions

Employer contributions
$612,548
Participant contributions
$945,816
Total contributions
$1,605,799
Total income / additions
$2,907,236

Expenses & distributions

Benefits paid
$1,488,095
Administrative expenses
$124,058
Total expenses
$1,612,153
Net increase / (decrease)
$1,295,083

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideRECORDKEEPER$100,912$3,2552023
Morgan StanleyCUSTODIANnot reported in the loaded dataset$41,7952023

Related Form 5500 pages