2023 Form 5500 filing — Companion Professional Services, LLC Dba Tm Floyd & Company 401(K) Retirement Plan
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 20240730111831NAL0043571234001) for Companion Professional Services, LLC Dba Tm Floyd & Company 401(K) Retirement Plan, reported by Companion Professional Services, LLC under EIN 58-2375610 and plan number 002. It reports 297 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$20.1MReported net assets$20,083,554
Participants297
Provider compensation$3.7K2 Schedule C row(s)$3,689
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240730111831NAL0043571234001
- Plan sponsor
- Companion Professional Services, LLC
- EIN
- 58-2375610
- Plan number
- 002
- Location
- Columbia, SC
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$20.1M total assets
Net assets$20.1MLiabilities—
Full reported line items
- Total assets (EOY)
- $20,083,554
- Net assets (EOY)
- $20,083,554
- Employer contributions
- $171,654
- Participant contributions
- $1,116,795
- Total income / additions
- $4,839,194
- Benefits paid
- $1,412,044
- Administrative expenses
- $38,363
- Total expenses
- $1,450,407
- Net increase / (decrease)
- $3,388,787
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wilshire Associates Inc(Usa) | RIA | $3,689 | $0 |
| John Hancock Life Insurance Company | RECORDKEEPER | $0 | $0 |