2023 Form 5500 filing — Thalhimer, Inc. Employee Stock Ownership 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 20240927142414NAL0002383745001) for Thalhimer, Inc. Employee Stock Ownership Plan And Trust, reported by Thalhimer, Inc. under EIN 54-1178996 and plan number 004. It reports 543 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927142414NAL0002383745001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Thalhimer, Inc.
- EIN
- 54-1178996
- Plan number
- 004
- Location
- Glen Allen, VA
- Participants
- 543
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $57,724,203
- Total liabilities (EOY)
- $6,969,205
- Net assets (EOY)
- $50,754,998
- Employer contributions
- $2,600,000
- Total income / additions
- $10,337,068
- Benefits paid
- $1,585,021
- Administrative expenses
- $110,564
- Total expenses
- $1,925,235
- Net increase / (decrease)
- $8,411,833
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stout Risius Ross, LLC | NONE | $33,139 | not reported in the loaded dataset |
| James F Joyner Iii | NONE | $29,373 | not reported in the loaded dataset |
| Transitions Finance Strategies | NONE | $27,652 | not reported in the loaded dataset |
| Hantzmon Wiebel LLC | NONE | $20,400 | not reported in the loaded dataset |