2023 Form 5500 filing — Thomas Scientific, LLC Retirement Savings 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 20241013101443NAL0050323394001) for Thomas Scientific, LLC Retirement Savings Plan, reported by Thomas Scientific, LLC under EIN 61-1853692 and plan number 001. It reports 438 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)$21.3MReported net assets$21,310,947
Participants438
Provider compensation$96.5K3 Schedule C row(s)$96,524
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241013101443NAL0050323394001
Plan sponsor
Thomas Scientific, LLC
EIN
61-1853692
Plan number
001
Location
Swedesboro, NJ
Received date
not reported in the loaded dataset
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)$21.3M total assets
Net assets$21.3MLiabilities$0
Money in vs. money out
Total income / additions$8.6M
Total expenses$1.3M
Benefits paid / distributions$1.2M
Contributions
Employer$380.2K
Participant$2.8M
Full reported line items
Total assets (EOY)
$21,310,947
Total liabilities (EOY)
$0
Net assets (EOY)
$21,310,947
Employer contributions
$380,204
Participant contributions
$2,842,042
Total income / additions
$8,616,933
Benefits paid
$1,195,350
Administrative expenses
$96,525
Total expenses
$1,306,971
Net increase / (decrease)
$7,309,962

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Adp, Inc.RECORD KEEPER$58,552$0
Mma Securities, LLCINVESTMENT/FINANCIAL ADVI$37,972$0
Adp Broker-DealerRECORD KEEPER$0$0

Related Form 5500 pages