2023 Form 5500 filing — Thomas Howell Ferguson, P.A. 401k 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 20250714205143NAL0001151683001) for Thomas Howell Ferguson, P.A. 401k Plan, reported by Thomas Howell Ferguson, P.A. under EIN 59-3186310 and plan number 001. It reports 144 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250714205143NAL0001151683001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Thomas Howell Ferguson, P.A.
- EIN
- 59-3186310
- Plan number
- 001
- Location
- Tallahassee, FL
- Participants
- 144
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,458,933
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,458,933
- Employer contributions
- $526,604
- Participant contributions
- $857,889
- Total income / additions
- $5,976,447
- Benefits paid
- $477,513
- Administrative expenses
- $44,057
- Total expenses
- $521,570
- Net increase / (decrease)
- $5,454,877
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tnb Finanical Services | INVESTMENT ADVISORY | $9,814 | not reported in the loaded dataset |
| True North Advisors | INVESTMENT ADVISORY | $9,045 | not reported in the loaded dataset |
| Steele Capital Management Inc. | INVESTMENT ADVISORY | $7,126 | not reported in the loaded dataset |
| The Vedder Group | INVESTMENT ADVISORY | $2,477 | not reported in the loaded dataset |
| Retirement Solutions Specialists | THIRD PARTY ADMIN | $2,275 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | RECORDKEEPER | $1,378 | $0 |