2023 Form 5500 filing — Terra Management Group L L C 401(K) Profit Sharing Plan & Trust

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240418093804NAL0002973555001) for Terra Management Group L L C 401(K) Profit Sharing Plan & Trust, reported by Terra Management Group L L C under EIN 84-1501624 and plan number 003. It reports 71 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$894.6KReported net assets$894,611
Participants71
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240418093804NAL0002973555001
Plan sponsor
Terra Management Group L L C
EIN
84-1501624
Plan number
003
Location
Englewood, CO
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$894.6K total assets
Net assets$894.6KLiabilities$0
Money in vs. money out
Total income / additions$254.8K
Total expenses$157.5K
Benefits paid / distributions$154.7K
Contributions
Employer$24K
Participant$59.8K
Full reported line items
Total assets (EOY)
$894,611
Total liabilities (EOY)
$0
Net assets (EOY)
$894,611
Employer contributions
$24,003
Participant contributions
$59,825
Total income / additions
$254,782
Benefits paid
$154,743
Administrative expenses
$2,789
Total expenses
$157,532
Net increase / (decrease)
$97,250

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240418093804NAL0002973555001 cover?
It is the 2023 Form 5500 filing for Terra Management Group L L C 401(K) Profit Sharing Plan & Trust, reported by Terra Management Group L L C (EIN 84-1501624).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages