2023 Form 5500 filing — Tsp Institute, Inc. 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 20241014092851NAL0014701395001) for Tsp Institute, Inc. 401(K) Plan, reported by Tsp Institute, Inc. under EIN 85-0487541 and plan number 001. It reports 229 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)$3.4MReported net assets$3,389,109
Participants229
Provider compensation$47.2K4 Schedule C row(s)$47,242
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014092851NAL0014701395001
- Plan sponsor
- Tsp Institute, Inc.
- EIN
- 85-0487541
- Plan number
- 001
- Location
- St. Petersburg, FL
- 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)$3.4M total assets
Net assets$3.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $3,389,109
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,389,109
- Employer contributions
- $91,435
- Participant contributions
- $377,298
- Total income / additions
- $1,002,204
- Benefits paid
- $628,020
- Administrative expenses
- $47,242
- Total expenses
- $684,645
- Net increase / (decrease)
- $317,559
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $23,336 | $0 |
| Freegulliver | INVESTMENT ADVISOR | $12,341 | not reported in the loaded dataset |
| Fiduciary Consulting Group Inc | PLAN ADMIN/FIDUCIARY | $8,826 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,739 | not reported in the loaded dataset |