2023 Form 5500 filing — Tmi 401(K) Profit Sharing 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 20240923140317NAL0015529232001) for Tmi 401(K) Profit Sharing Trust, reported by Tmi Group Incorporated under EIN 86-4365841 and plan number 002. It reports 342 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923140317NAL0015529232001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tmi Group Incorporated
- EIN
- 86-4365841
- Plan number
- 002
- Location
- Dickinson, ND
- Participants
- 342
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,603,625
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,603,625
- Employer contributions
- $229,787
- Participant contributions
- $798,764
- Total income / additions
- $5,117,865
- Benefits paid
- $2,288,024
- Administrative expenses
- $139,311
- Total expenses
- $2,427,335
- Net increase / (decrease)
- $2,690,530
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bravera Wealth | TRUSTEE/ RECORDKEEPER | $139,311 | $0 |