2023 Form 5500 filing — Tgm Associates, L. P. 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 20241120100025NAL0003513985001) for Tgm Associates, L. P. 401(K) Plan, reported by Tgm Associates L.P. under EIN 13-3613029 and plan number 001. It reports 281 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)$0Reported net assets
Participants281
Provider compensation$87.7K4 Schedule C row(s)$87,666
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241120100025NAL0003513985001
- Plan sponsor
- Tgm Associates L.P.
- EIN
- 13-3613029
- Plan number
- 001
- Location
- New York, NY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Full reported line items
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $111,810
- Participant contributions
- $322,072
- Total income / additions
- $1,100,926
- Benefits paid
- $131,751
- Administrative expenses
- $25,001
- Total expenses
- $156,752
- Net increase / (decrease)
- $944,174
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning LLC | INVESTMENT ADVISOR | $36,436 | not reported in the loaded dataset |
| Ameritas Life Insurance Corp Of Ny | BUNDLED RECORDKEEPER | $26,229 | $0 |
| Creative Planning LLC | INVESTMENT ADVISOR | $13,946 | not reported in the loaded dataset |
| Ameritas Life Insurance Corp Of Ny | BUNDLED RECORDKEEPER | $11,055 | $0 |