2023 Form 5500 filing — Tfo Tech Company Ltd. 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 20241008091431NAL0016379537001) for Tfo Tech Company Ltd. Savings Incentive Plan, reported by Tfo Tech Company Ltd. under EIN 31-1240705 and plan number 001. It reports 135 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)$8.5MReported net assets$8,540,382
Participants135
Provider compensation$14.4K2 Schedule C row(s)$14,396
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008091431NAL0016379537001
Plan sponsor
Tfo Tech Company Ltd.
EIN
31-1240705
Plan number
001
Location
Jeffersonville, OH
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)$8.5M total assets
Net assets$8.5MLiabilities$0
Money in vs. money out
Total income / additions$1.8M
Total expenses$257.5K
Benefits paid / distributions$243.1K
Contributions
Employer$158K
Participant$251.4K
Full reported line items
Total assets (EOY)
$8,540,382
Total liabilities (EOY)
$0
Net assets (EOY)
$8,540,382
Employer contributions
$158,040
Participant contributions
$251,447
Total income / additions
$1,800,328
Benefits paid
$243,082
Administrative expenses
$14,396
Total expenses
$257,478
Net increase / (decrease)
$1,542,850
Schedule C

Reported service provider compensation

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

  1. 1
    ADVISOR · Direct $9.3K
  2. 2
    RECORD-KEEPER · Direct $5.1K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008091431NAL0016379537001 cover?
It is the 2023 Form 5500 filing for Tfo Tech Company Ltd. Savings Incentive Plan, reported by Tfo Tech Company Ltd. (EIN 31-1240705).
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).

Related Form 5500 pages