2023 Form 5500 filing — Tilley Group 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 20241008122936NAL0017533809001) for Tilley Group 401(K) Plan, reported by Tlley Trucking, LLC under EIN 73-1616738 and plan number 001. It reports 342 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008122936NAL0017533809001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tlley Trucking, LLC
- EIN
- 73-1616738
- Plan number
- 001
- Location
- Duncan, OK
- Participants
- 342
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,249,425
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,249,425
- Employer contributions
- $431,557
- Participant contributions
- $592,435
- Total income / additions
- $2,182,627
- Benefits paid
- $306,148
- Administrative expenses
- $52,219
- Total expenses
- $363,715
- Net increase / (decrease)
- $1,818,912
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $26,964 | $0 |
| Edward D Jones & Co Lp | INVESTMENT ADVISOR | $24,886 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $369 | not reported in the loaded dataset |