Time Equities, Inc. 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Time Equities, Inc.)
Plain-English plan 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, Time Equities, Inc. 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Time Equities, Inc. under EIN 13-2659445 and plan number 001. The latest loaded filing year is 2023. The filing reports 218 participants and $30,659,861 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Time Equities, Inc.
- EIN
- 13-2659445
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 218
- End-of-year plan assets
- $30,659,861
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 218 | H, C | 20240924111825NAL0012876769001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,659,861
- Net assets (EOY)
- $30,659,861
- Net assets (BOY)
- $28,479,177
Income & contributions
- Employer contributions
- $406,737
- Participant contributions
- $1,664,266
- Total contributions
- $2,088,138
- Total income / additions
- $6,284,511
Expenses & distributions
- Benefits paid
- $3,999,949
- Administrative expenses
- $90,653
- Total expenses
- $4,103,827
- Net increase / (decrease)
- $2,180,684
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Thrivent Advisor Network LLC | INVESTMENT ADVISOR | $74,816 | $0 | 2023 |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISOR | $14,329 | $0 | 2023 |
| United Benefit Pensions Inc. | CONTRACT ADMIN | $11,225 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,289 | $0 | 2023 |
| Empower Life & Annuity Ins Co Of Ny | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Time Equities, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Thrivent Advisor Network LLC — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation
- United Benefit Pensions Inc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Life & Annuity Ins Co Of Ny — Schedule C compensation