2023 Form 5500 filing — Tfe, Inc. 401(K) Profit Sharing Plan And 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 20240925065252NAL0024769872001) for Tfe, Inc. 401(K) Profit Sharing Plan And Trust, reported by Tfe, Inc. under EIN 59-2928338 and plan number 005. It reports 211 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925065252NAL0024769872001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tfe, Inc.
- EIN
- 59-2928338
- Plan number
- 005
- Location
- North Augusta, SC
- Participants
- 211
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,926,535
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,926,535
- Employer contributions
- $307,682
- Participant contributions
- $652,014
- Total income / additions
- $2,991,905
- Benefits paid
- $2,501,121
- Administrative expenses
- $37,886
- Total expenses
- $2,544,686
- Net increase / (decrease)
- $447,219
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| First Citizens Bank And Trust Co | INVESTMENT ADVISOR | $30,000 | not reported in the loaded dataset |
| Futureplan By Ascensus | TPA | $7,365 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $403 | $0 |
| Empower Advisor Group | INVESTMENT MGMT | $368 | not reported in the loaded dataset |