2023 Form 5500 filing — Tmi Tax Services Group Inc 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 20240710200128NAL0008975603001) for Tmi Tax Services Group Inc 401(K) Profit Sharing Plan & Trust, reported by Tmi Tax Services Group Inc under EIN 20-5002270 and plan number 002. It reports 12 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240710200128NAL0008975603001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tmi Tax Services Group Inc
- EIN
- 20-5002270
- Plan number
- 002
- Location
- Cupertino, CA
- Participants
- 12
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,056,610
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,056,610
- Employer contributions
- $0
- Participant contributions
- $71,352
- Total income / additions
- $702,809
- Benefits paid
- $130,582
- Administrative expenses
- $195
- Total expenses
- $130,777
- Net increase / (decrease)
- $572,032
- Schedule source
- Schedule I