2023 Form 5500 filing — T2 Financial LLC 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 20240731095103NAL0014201539001) for T2 Financial LLC 401(K) Profit Sharing Plan & Trust, reported by T2 Financial LLC under EIN 82-3060879 and plan number 001. It reports 743 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)$11.5MReported net assets$11,469,050
Participants743
Provider compensation$44.9K3 Schedule C row(s)$44,922
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240731095103NAL0014201539001
- Plan sponsor
- T2 Financial LLC
- EIN
- 82-3060879
- Plan number
- 001
- Location
- Westerville, OH
- 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)$11.5M total assets
Net assets$11.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $11,469,050
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,469,050
- Employer contributions
- $788,682
- Participant contributions
- $2,208,533
- Total income / additions
- $5,562,610
- Benefits paid
- $2,055,122
- Administrative expenses
- $48,182
- Total expenses
- $2,125,952
- Net increase / (decrease)
- $3,436,658
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Everhart Advisor | ADVISOR | $20,800 | not reported in the loaded dataset |
| Paychex, Inc. | RECORDKEEPER | $16,762 | not reported in the loaded dataset |
| Erisa Fiduciary Services, Inc. | CONTRACT ADMINISTRATOR | $7,360 | not reported in the loaded dataset |