2023 Form 5500 filing — Thorpe Specialty Services Corporation 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 20241209134744NAL0006674579001) for Thorpe Specialty Services Corporation 401(K) Plan, reported by Thorpe Specialty Services Corporation under EIN 45-3454901 and plan number 001. It reports 669 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)$26.2MReported net assets$26,185,315
Participants669
Provider compensation$43K4 Schedule C row(s)$42,986
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241209134744NAL0006674579001
Plan sponsor
Thorpe Specialty Services Corporation
EIN
45-3454901
Plan number
001
Location
Houston, TX
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.

Reported balance (end of year)$26.2M total assets
Net assets$26.2MLiabilities$0
Money in vs. money out
Total income / additions$5.8M
Total expenses$6.3M
Benefits paid / distributions$6.1M
Contributions
Employer$564.7K
Participant$1.1M
Full reported line items
Total assets (EOY)
$26,185,315
Total liabilities (EOY)
$0
Net assets (EOY)
$26,185,315
Employer contributions
$564,681
Participant contributions
$1,095,892
Total income / additions
$5,848,486
Benefits paid
$6,141,126
Administrative expenses
$42,986
Total expenses
$6,327,270
Net increase / (decrease)
-$478,784

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Gallagher Benefit Services Inc DbaINVESTMENT ADVISOR$23,444not reported in the loaded dataset
Empower Annuity Insurance Company ORECORDKEEPER$10,691$0
The Monroe Vos Consulting Group IncINVESTMENT ADVISOR$8,750not reported in the loaded dataset
Empower Advisory Group, LLCINVESTMENT MGMT$101not reported in the loaded dataset

Related Form 5500 pages