2023 Form 5500 filing — Tm Pay, Inc. 401(K) 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 20240816145154NAL0024806656001) for Tm Pay, Inc. 401(K) Plan, reported by Tm Pay, Inc. under EIN 85-3949163 and plan number 001. It reports 417 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240816145154NAL0024806656001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tm Pay, Inc.
- EIN
- 85-3949163
- Plan number
- 001
- Location
- Independence, MO
- Participants
- 417
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,766,068
- Total liabilities (EOY)
- $100
- Net assets (EOY)
- $20,765,968
- Employer contributions
- $635,618
- Participant contributions
- $1,145,867
- Total income / additions
- $4,806,541
- Benefits paid
- $740,533
- Administrative expenses
- $76,130
- Total expenses
- $816,663
- Net increase / (decrease)
- $3,989,878
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| North American Ktrade Alliance, LLC | RECORDKEEPER | $35,795 | not reported in the loaded dataset |
| Modern Wealth Holdings | BROKER | $14,088 | not reported in the loaded dataset |
| Demars Pension Consulting | TPA | $13,163 | not reported in the loaded dataset |
| Bfg Management Services | BROKER | $12,984 | not reported in the loaded dataset |
| Matrix Trust Company | CUSTODIAN | $0 | $123 |