2023 Form 5500 filing — T & M Associates Retirement And Savings Incentive 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 20241002154517NAL0017782354001) for T & M Associates Retirement And Savings Incentive Plan, reported by T & M Associates under EIN 22-1806708 and plan number 002. It reports 502 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$92.8MReported net assets$92,816,596

Participants502

Provider compensation$46.8K3 Schedule C row(s)$46,757

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241002154517NAL0017782354001
Plan sponsor: T & M Associates
EIN: 22-1806708
Plan number: 002
Location: Middletown, NJ
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$92.8M total assets

Net assets$92.8MLiabilities$0

Money in vs. money out

Total income / additions$18.3M

Total expenses$4.2M

Benefits paid / distributions$4.1M

Contributions

Employer$1.1M

Participant$3.6M

Full reported line items

Total assets (EOY): $92,816,596
Total liabilities (EOY): $0
Net assets (EOY): $92,816,596
Employer contributions: $1,073,568
Participant contributions: $3,578,718
Total income / additions: $18,317,624
Benefits paid: $4,144,946
Administrative expenses: $43,822
Total expenses: $4,188,768
Net increase / (decrease): $14,128,856

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Ubs Financial Services Inc$40.3K
OTHER · Direct $40.3K
2
Empower Advisory Group, LLC$3.5K
INVESTMENT MGMT · Direct $3.5K
3
Empower Annuity Insurance Company O$2.9K
RECORDKEEPER · Direct $2.9K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241002154517NAL0017782354001 cover?: It is the 2023 Form 5500 filing for T & M Associates Retirement And Savings Incentive Plan, reported by T & M Associates (EIN 22-1806708).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).