2023 Form 5500 filing — Tpusa 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 20241011133406NAL0021948737001) for Tpusa 401(K) Plan, reported by Tpusa, Inc. under EIN 87-0512021 and plan number 001. It reports 23,101 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011133406NAL0021948737001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tpusa, Inc.
- EIN
- 87-0512021
- Plan number
- 001
- Location
- Salt Lake City, UT
- Participants
- 23,101
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $77,899,471
- Total liabilities (EOY)
- $630,918
- Net assets (EOY)
- $77,268,553
- Employer contributions
- $1,540,079
- Participant contributions
- $7,870,840
- Total income / additions
- $20,842,598
- Benefits paid
- $9,237,792
- Administrative expenses
- $305,631
- Total expenses
- $9,662,610
- Net increase / (decrease)
- $11,179,988
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $268,698 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $77,003 | not reported in the loaded dataset |
| Creative Planning Holdco LLC Dba Cr | INVESTMENT ADVISOR | $75,000 | not reported in the loaded dataset |
| Nfp Retirement Inc | INVESTMENT ADVISOR | $2,812 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | CONSULTING | $0 | not reported in the loaded dataset |