2023 Form 5500 filing — Tgm Retirement 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 20241009141717NAL0033002288001) for Tgm Retirement Plan, reported by Tacoma Glass under EIN 26-2160286 and plan number 001. It reports 217 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241009141717NAL0033002288001
Filing year
2023
Form type
2
Plan sponsor
Tacoma Glass
EIN
26-2160286
Plan number
001
Location
Lakewood, WA
Participants
217
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$4,837,228
Total liabilities (EOY)
$0
Net assets (EOY)
$4,837,228
Employer contributions
$263,554
Participant contributions
$430,541
Total income / additions
$1,416,013
Benefits paid
$645,348
Administrative expenses
$500
Total expenses
$645,848
Net increase / (decrease)
$770,165
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
South Eastern Employee BenefitCONTRACT ADMIN$0not reported in the loaded dataset
Capital Group Retirement PlanRECORDKEEPER$0$0

Related Form 5500 pages