2023 Form 5500 filing — Traditional Medicinals, Inc. Profit Sharing & Retirement 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 20250715154238NAL0002300145001) for Traditional Medicinals, Inc. Profit Sharing & Retirement Plan, reported by Traditional Medicinals, Inc under EIN 94-2613403 and plan number 001. It reports 330 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250715154238NAL0002300145001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Traditional Medicinals, Inc
- EIN
- 94-2613403
- Plan number
- 001
- Location
- Cotati, CA
- Participants
- 330
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,021,127
- Total liabilities (EOY)
- $2,480
- Net assets (EOY)
- $28,018,647
- Employer contributions
- $896,191
- Participant contributions
- $1,733,583
- Total income / additions
- $8,799,352
- Benefits paid
- $1,769,781
- Administrative expenses
- $126,883
- Total expenses
- $1,896,664
- Net increase / (decrease)
- $6,902,688
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $70,025 | not reported in the loaded dataset |
| Ameritas | CONTRACT ADMINISTRATOR | $35,870 | not reported in the loaded dataset |
| Flynn, Shojinaga & Associates, Inc. | TPA | $16,705 | not reported in the loaded dataset |
| Silicon Valley Accountancy Corp | AUDITOR | $4,283 | not reported in the loaded dataset |