2023 Form 5500 filing — Tom James Company 401(K) And Profit Sharing 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 20241015190405NAL0029454641001) for Tom James Company 401(K) And Profit Sharing Plan, reported by Tom James Company under EIN 35-1285878 and plan number 001. It reports 1,833 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015190405NAL0029454641001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tom James Company
- EIN
- 35-1285878
- Plan number
- 001
- Location
- Franklin, TN
- Participants
- 1,833
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $114,382,361
- Net assets (EOY)
- $114,382,361
- Employer contributions
- $2,492,763
- Participant contributions
- $5,163,736
- Total income / additions
- $26,603,563
- Benefits paid
- $7,035,333
- Administrative expenses
- $195,009
- Total expenses
- $7,231,245
- Net increase / (decrease)
- $19,372,318
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Soltis Investment Advisors | NONE | $162,179 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $14,195 | not reported in the loaded dataset |
| Hamilton Capital LLC | NONE | $7,942 | not reported in the loaded dataset |
| Cambridge Investment Research | NONE | $7,931 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $220 | $0 |
| Charles Schwab Trust Bank | NONE | $0 | $0 |