2023 Form 5500 filing — Thule 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 20240919092549NAL0012211746001) for Thule Inc. 401(K) Plan, reported by Thule Inc. under EIN 13-3053238 and plan number 001. It reports 558 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919092549NAL0012211746001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Thule Inc.
- EIN
- 13-3053238
- Plan number
- 001
- Location
- Seymour, CT
- Participants
- 558
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,629,324
- Net assets (EOY)
- $39,629,324
- Employer contributions
- $881,897
- Participant contributions
- $2,075,542
- Total income / additions
- $9,490,574
- Benefits paid
- $4,630,148
- Administrative expenses
- $116,534
- Total expenses
- $4,747,560
- Net increase / (decrease)
- $4,743,014
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $63,055 | $0 |
| M Holdings Securities | INVESTMENT ADVISORY | $35,979 | not reported in the loaded dataset |
| Fiondella, Milone & Lasaracina | AUDITOR | $17,500 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |