2023 Form 5500 filing — Total Benefit Management, Inc. Retirement Savings 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 20241015132027NAL0029767697001) for Total Benefit Management, Inc. Retirement Savings Plan, reported by Total Benefit Management, Inc. under EIN 14-1759683 and plan number 333. It reports 454 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015132027NAL0029767697001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Total Benefit Management, Inc.
- EIN
- 14-1759683
- Plan number
- 333
- Location
- Glens Falls, NY
- Participants
- 454
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,674,104
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,674,104
- Employer contributions
- $68,679
- Participant contributions
- $629,017
- Total income / additions
- $2,303,488
- Benefits paid
- $221,819
- Administrative expenses
- $72,144
- Total expenses
- $301,979
- Net increase / (decrease)
- $2,001,509
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $68,207 | $0 |
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $0 | $42,930 |
| Strategic Pension Services, LLC | TPA | $3,670 | not reported in the loaded dataset |