2023 Form 5500 filing — The Tombras Group Profit Sharing/Tax Deferred Saving 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 20241015083554NAL0055216226001) for The Tombras Group Profit Sharing/Tax Deferred Saving Plan, reported by The Tombras Group under EIN 62-0565115 and plan number 001. It reports 573 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015083554NAL0055216226001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Tombras Group
- EIN
- 62-0565115
- Plan number
- 001
- Location
- Knoxville, TN
- Participants
- 573
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,328,259
- Total liabilities (EOY)
- $5,687
- Net assets (EOY)
- $24,322,572
- Employer contributions
- $1,260,334
- Participant contributions
- $3,278,966
- Total income / additions
- $8,048,021
- Benefits paid
- $1,116,165
- Administrative expenses
- $91,949
- Total expenses
- $1,213,801
- Net increase / (decrease)
- $6,834,220
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Great-West Life & Annuity Insurance | RECORDKEEPER | $53,960 | $0 |
| Rather & Kittrell, Inc. | INVESTMENT ADVISOR | $24,998 | not reported in the loaded dataset |
| Tennessee Pension Administrators | CONTRACT ADMINISTRATOR | $12,963 | not reported in the loaded dataset |