2023 Form 5500 filing — Terra-Gen, LLC 401(K) 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 20241015204837NAL0029646273001) for Terra-Gen, LLC 401(K) Plan, reported by Terra-Gen, LLC under EIN 30-0878595 and plan number 001. It reports 431 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015204837NAL0029646273001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Terra-Gen, LLC
- EIN
- 30-0878595
- Plan number
- 001
- Location
- New York, NY
- Participants
- 431
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $57,414,245
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $57,414,245
- Employer contributions
- $2,878,963
- Participant contributions
- $2,686,978
- Total income / additions
- $13,802,566
- Benefits paid
- $2,293,196
- Administrative expenses
- $102,053
- Total expenses
- $2,537,019
- Net increase / (decrease)
- $11,265,547
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $56,261 | $0 |
| Raymond James And Associates, Inc. | CONSULTANT | $30,000 | not reported in the loaded dataset |
| Wiss & Company Llp | CONSULTANT | $16,750 | not reported in the loaded dataset |