2023 Form 5500 filing — J. R. Tharpe Employee Retirement 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 20241015134943NAL0028635553001) for J. R. Tharpe Employee Retirement Plan, reported by J. R. Tharpe Trucking Company, Inc. under EIN 54-1133750 and plan number 001. It reports 112 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015134943NAL0028635553001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- J. R. Tharpe Trucking Company, Inc.
- EIN
- 54-1133750
- Plan number
- 001
- Location
- Rice, VA
- Participants
- 112
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $482,183
- Total liabilities (EOY)
- $1,122
- Net assets (EOY)
- $481,061
- Employer contributions
- $116,881
- Participant contributions
- $197,918
- Total income / additions
- $523,786
- Benefits paid
- $39,107
- Administrative expenses
- $3,618
- Total expenses
- $42,725
- Net increase / (decrease)
- $481,061
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co | RECORDKEEPER | $3,609 | $0 |
| Retirement Plan Solutions Inc | CONTRACT ADMIN | $0 | $93 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $8 | not reported in the loaded dataset |