2023 Form 5500 filing — Tfp Retirement Pep
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 20250418085308NAL0001321187001) for Tfp Retirement Pep, reported by The Finway Group under EIN 42-1468222 and plan number 014. It reports 151 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250418085308NAL0001321187001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- The Finway Group
- EIN
- 42-1468222
- Plan number
- 014
- Location
- West Des Moines, IA
- Participants
- 151
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,690,803
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,690,803
- Employer contributions
- $303,870
- Participant contributions
- $525,806
- Total income / additions
- $1,907,322
- Benefits paid
- $1,871,103
- Administrative expenses
- $22,668
- Total expenses
- $1,905,610
- Net increase / (decrease)
- $1,712
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Finway Group, LLC | CONTRACT ADMIN | $13,434 | not reported in the loaded dataset |
| The Hays Financial Group | INVESTMENT ADVISOR | $12,399 | not reported in the loaded dataset |