2023 Form 5500 filing — Tsg Cennox, LLC 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 20250430170609NAL0003313568001) for Tsg Cennox, LLC 401(K) Plan, reported by Tsg Cennox, LLC under EIN 84-5114630 and plan number 001. It reports 972 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250430170609NAL0003313568001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tsg Cennox, LLC
- EIN
- 84-5114630
- Plan number
- 001
- Location
- Alpharetta, GA
- Participants
- 972
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,961,342
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,961,342
- Employer contributions
- $1,178,845
- Participant contributions
- $2,140,967
- Total income / additions
- $6,083,621
- Benefits paid
- $3,584,685
- Administrative expenses
- $105,105
- Total expenses
- $3,689,790
- Net increase / (decrease)
- $2,393,831
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alliant Insurance Services Inc. | INVESTMENT ADVISOR | $55,752 | $0 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $33,872 | $0 |
| Cook Martin Poulson, Pc | TPA | $8,170 | $9,727 |
| Ifp Advisors Inc. | INVESTMENT ADVISOR | $7,311 | $0 |
| Ubs Financial Svcs Ins Agcy | FINANCIAL ADVISOR | $0 | $3,441 |