2023 Form 5500 filing — Third Way Center, Inc. 403(B) 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 20241014131018NAL0052373730001) for Third Way Center, Inc. 403(B) Plan, reported by Third Way Center, Inc. under EIN 84-0599572 and plan number 001. It reports 200 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)$5.8MReported net assets$5,765,728
Participants200
Provider compensation$35.5K3 Schedule C row(s)$35,540
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014131018NAL0052373730001
Plan sponsor
Third Way Center, Inc.
EIN
84-0599572
Plan number
001
Location
Denver, CO
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$5.8M total assets
Net assets$5.8MLiabilities$0
Money in vs. money out
Total income / additions$1.2M
Total expenses$325K
Benefits paid / distributions$285.6K
Contributions
Employer$100.7K
Participant$323.1K
Full reported line items
Total assets (EOY)
$5,765,728
Total liabilities (EOY)
$0
Net assets (EOY)
$5,765,728
Employer contributions
$100,687
Participant contributions
$323,110
Total income / additions
$1,175,716
Benefits paid
$285,590
Administrative expenses
$35,558
Total expenses
$325,022
Net increase / (decrease)
$850,694
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT MGMT · Direct $12.7K
  2. 2
    INVESTMENT ADVISOR · Direct $12.5K
  3. 3
    RECORDKEEPER · Direct $10.4K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014131018NAL0052373730001 cover?
It is the 2023 Form 5500 filing for Third Way Center, Inc. 403(B) Plan, reported by Third Way Center, Inc. (EIN 84-0599572).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages