2023 Form 5500 filing — Tgf Management Group 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 20241014133951NAL0013371555001) for Tgf Management Group 401(K) Plan, reported by Tgf Management Group Holdco Inc. under EIN 26-2180750 and plan number 002. It reports 326 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014133951NAL0013371555001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tgf Management Group Holdco Inc.
- EIN
- 26-2180750
- Plan number
- 002
- Location
- Long Beach, CA
- Participants
- 326
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,009,028
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,009,028
- Employer contributions
- $270,427
- Participant contributions
- $1,166,016
- Total income / additions
- $4,053,584
- Benefits paid
- $2,583,477
- Administrative expenses
- $87,508
- Total expenses
- $2,678,853
- Net increase / (decrease)
- $1,374,731
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Anthem Financial Services | ADVISOR | $50,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $24,704 | $0 |
| Mspc, Certified Public Accountants | ACCOUNTANT/AUDITOR | $10,000 | not reported in the loaded dataset |