2023 Form 5500 filing — Thalhimer, 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 20241001133946NAL0012520384001) for Thalhimer, Inc. 401(K) Plan, reported by Thalhimer, Inc. under EIN 54-1178996 and plan number 002. It reports 456 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001133946NAL0012520384001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Thalhimer, Inc.
- EIN
- 54-1178996
- Plan number
- 002
- Location
- Glen Allen, VA
- Participants
- 456
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,590,823
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,590,823
- Employer contributions
- $1,128,779
- Participant contributions
- $2,046,250
- Total income / additions
- $10,403,499
- Benefits paid
- $4,170,528
- Administrative expenses
- $74,084
- Total expenses
- $4,244,612
- Net increase / (decrease)
- $6,158,887
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $42,475 | $0 |
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $25,000 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $6,609 | not reported in the loaded dataset |