2023 Form 5500 filing — Turning Point Brands, Inc. Retirement Savings 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 20241212073539NAL0018841264001) for Turning Point Brands, Inc. Retirement Savings Plan, reported by National Tobacco Company, L.P. under EIN 61-1133037 and plan number 003. It reports 514 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)$34.5MReported net assets$34,466,220

Participants514

Provider compensation$116.9K3 Schedule C row(s)$116,893

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241212073539NAL0018841264001
Plan sponsor: National Tobacco Company, L.P.
EIN: 61-1133037
Plan number: 003
Location: Louisville, KY
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)$34.5M total assets

Net assets$34.5MLiabilities$0

Money in vs. money out

Total income / additions$9.6M

Total expenses$5.4M

Benefits paid / distributions$5.2M

Contributions

Employer$1.4M

Participant$2.4M

Full reported line items

Total assets (EOY): $34,466,220
Total liabilities (EOY): $0
Net assets (EOY): $34,466,220
Employer contributions: $1,363,927
Participant contributions: $2,425,054
Total income / additions: $9,603,820
Benefits paid: $5,247,733
Administrative expenses: $116,945
Total expenses: $5,364,678
Net increase / (decrease): $4,239,142

Schedule C

Reported service provider compensation

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

1
Principal Life Insurance Company$116.9K
CONTRACT ADMINISTRATOR · Direct $116.9K · Indirect $0
2
Morningstar Investment Management L$0
INV ADV, PARTICIPANTS · Direct $0 · Indirect $0
3
Wilshire Advisors LLC$0
INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241212073539NAL0018841264001 cover?: It is the 2023 Form 5500 filing for Turning Point Brands, Inc. Retirement Savings Plan, reported by National Tobacco Company, L.P. (EIN 61-1133037).
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).