Traditional Medicinals, Inc. Profit Sharing & Retirement Plan — Form 5500 plan (Traditional Medicinals, 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, Traditional Medicinals, Inc. Profit Sharing & Retirement Plan is a benefit plan reported by Traditional Medicinals, Inc under EIN 94-2613403 and plan number 001. The latest loaded filing year is 2023. The filing reports 330 participants and $28,021,127 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Traditional Medicinals, Inc
- EIN
- 94-2613403
- Plan number
- 001
- Plan type
- 2
- Location
- Cotati, CA
- Latest filing year
- 2023
- Participants
- 330
- End-of-year plan assets
- $28,021,127
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 330 | H, C | 20250715154238NAL0002300145001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,021,127
- Total liabilities (EOY)
- $2,480
- Net assets (EOY)
- $28,018,647
- Net assets (BOY)
- $21,115,959
Income & contributions
- Employer contributions
- $896,191
- Participant contributions
- $1,733,583
- Total contributions
- $3,320,004
- Total income / additions
- $8,799,352
Expenses & distributions
- Benefits paid
- $1,769,781
- Administrative expenses
- $126,883
- Total expenses
- $1,896,664
- Net increase / (decrease)
- $6,902,688
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $70,025 | not reported in the loaded dataset | 2023 |
| Ameritas | CONTRACT ADMINISTRATOR | $35,870 | not reported in the loaded dataset | 2023 |
| Flynn, Shojinaga & Associates, Inc. | TPA | $16,705 | not reported in the loaded dataset | 2023 |
| Silicon Valley Accountancy Corp | AUDITOR | $4,283 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Traditional Medicinals, Inc
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Cotati, CA
- Morgan Stanley — Schedule C compensation
- Ameritas — Schedule C compensation
- Flynn, Shojinaga & Associates, Inc. — Schedule C compensation
- Silicon Valley Accountancy Corp — Schedule C compensation