Tbm Consulting Group, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Tbm Consulting Group, Inc. (EIN 06-1313147) is a plan sponsor located in Morrisville, NC with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
06-1313147
Location
Morrisville, NC
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Tbm Consulting Group, Inc.

  • 1 loaded plans hold $18.9M in reported assets.
  • The largest, Tbm Consulting Group, Inc. Employee Stock Ownership Plan, holds 100% of this company's reported plan assets.
  • Plans cover 91 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$12.9MSummed across loaded plans$12,882,883
Total reported assets$18.9M$18,922,404
Total reported participants91
Total reported liabilities$6M$6,039,521

Reported net position

Reported assets = net assets + liabilities (summed)$18.9M total assets
Net assets$12.9MLiabilities$6M
Contributions & income
Employer contributions$2M
Participant contributionsNot reported
Total income / additions$642.8K
Expenses & distributions
Benefits paid / distributions$1.4M
Total expenses$1.6M
Net increase / (decrease)-$981.7K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Tbm Consulting Group, Inc. Employee Stock Ownership Plan
Participants per plan91Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #002 · 91 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Tbm Consulting Group, Inc.. Open one for its full reported snapshot.

  1. 2023
    Tbm Consulting Group, Inc. Employee Stock Ownership Plan91 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Tbm Consulting Group, Inc. report on Form 5500?
Tbm Consulting Group, Inc. (EIN 06-1313147) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Tbm Consulting Group, Inc.?
The Employer Identification Number (EIN) reported for Tbm Consulting Group, Inc. is 06-1313147.
What is the latest Form 5500 filing year for Tbm Consulting Group, Inc.?
The latest loaded Form 5500 filing year for Tbm Consulting Group, Inc. is 2023.

Related Form 5500 pages