2023 Form 5500 filing — Tm Rta Holdings 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 20241014053251NAL0025607457001) for Tm Rta Holdings 401(K) Plan, reported by Tm Rta Management, Inc. under EIN 81-4122983 and plan number 001. It reports 592 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)$6.7MReported net assets$6,650,918
Participants592
Provider compensation$78.9K3 Schedule C row(s)$78,947
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014053251NAL0025607457001
- Plan sponsor
- Tm Rta Management, Inc.
- EIN
- 81-4122983
- Plan number
- 001
- Location
- Franklin, TN
- 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)$6.7M total assets
Net assets$6.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $6,650,918
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,650,918
- Employer contributions
- $217,670
- Participant contributions
- $778,934
- Total income / additions
- $2,047,942
- Benefits paid
- $612,936
- Administrative expenses
- $168,929
- Total expenses
- $784,492
- Net increase / (decrease)
- $1,263,450
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Reitrement Solutions | RECORDKEEPER | $47,311 | $0 |
| Futureplan By Ascensus | RECORDKEEPER | $16,617 | $19 |
| Lbmc Pc | AUDIT | $15,000 | not reported in the loaded dataset |