2023 Form 5500 filing — Top Flite Financial Inc. 401(K) Profit Sharing Plan & Trust
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 20241015134847NAL0028633409001) for Top Flite Financial Inc. 401(K) Profit Sharing Plan & Trust, reported by Top Flite Financial Inc. under EIN 13-4225190 and plan number 001. It reports 270 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015134847NAL0028633409001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Top Flite Financial Inc.
- EIN
- 13-4225190
- Plan number
- 001
- Location
- Williamston, MI
- Participants
- 270
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,753,597
- Total liabilities (EOY)
- $24,662
- Net assets (EOY)
- $10,728,935
- Employer contributions
- $440,891
- Participant contributions
- $879,775
- Total income / additions
- $2,985,013
- Benefits paid
- $1,075,085
- Administrative expenses
- $9,945
- Total expenses
- $1,107,696
- Net increase / (decrease)
- $1,877,317
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| M2b Retirement Consulting LLC | TPA | $0 | $8,387 |
| Voya Retirement Insurance & Annuity | RECORD KEEPER | $0 | $0 |