2023 Form 5500 filing — Totally Joined For Achieving C 401(K) Profit Sharing Plan Trust
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 20250501154649NAL0003347809001) for Totally Joined For Achieving C 401(K) Profit Sharing Plan Trust, reported by Tjfact Dba Totally Joined For Achieving Collaborative Techniques under EIN 26-1426511 and plan number 001. It reports 350 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250501154649NAL0003347809001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tjfact Dba Totally Joined For Achieving Collaborative Techniques
- EIN
- 26-1426511
- Plan number
- 001
- Location
- Atlanta, GA
- Participants
- 350
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,089,899
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,089,899
- Employer contributions
- $277,358
- Participant contributions
- $893,626
- Total income / additions
- $1,951,157
- Benefits paid
- $1,423,290
- Administrative expenses
- $39,532
- Total expenses
- $1,468,990
- Net increase / (decrease)
- $482,167
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $31,329 | $0 |
| Morgan Stanley Smith Barney | BROKER/ADVISER | $0 | $16,034 |
| My Benefits LLC | CONTRACT ADMIN | $3,195 | $3,650 |
| Empower Advisory Group, LLC | INVESTMENT MGT | $4,733 | not reported in the loaded dataset |
| Morgan Stanley Insurance | BROKER/ADVISER | $0 | $1,363 |