2023 Form 5500 filing — Tompkins Solutions, Inc. 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 20241015223356NAL0049999600001) for Tompkins Solutions, Inc. 401(K) Plan, reported by Tompkins Solutions, Inc. under EIN 56-1273771 and plan number 002. It reports 222 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$21.3MReported net assets$21,319,945
Participants222
Provider compensation$95.5K3 Schedule C row(s)$95,493
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015223356NAL0049999600001
Plan sponsor
Tompkins Solutions, Inc.
EIN
56-1273771
Plan number
002
Location
Raleigh, NC
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$21.3M total assets
Net assets$21.3MLiabilities$0
Money in vs. money out
Total income / additions$6.5M
Total expenses$1.7M
Benefits paid / distributions$1.6M
Contributions
Employer$529.8K
Participant$1.9M
Full reported line items
Total assets (EOY)
$21,319,945
Total liabilities (EOY)
$0
Net assets (EOY)
$21,319,945
Employer contributions
$529,812
Participant contributions
$1,902,800
Total income / additions
$6,484,453
Benefits paid
$1,571,939
Administrative expenses
$95,494
Total expenses
$1,667,433
Net increase / (decrease)
$4,817,020
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    Adp, Inc.$50.4K
    RECORD KEEPER · Direct $50.4K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $45.1K · Indirect $0
  3. 3
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015223356NAL0049999600001 cover?
It is the 2023 Form 5500 filing for Tompkins Solutions, Inc. 401(K) Plan, reported by Tompkins Solutions, Inc. (EIN 56-1273771).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages