Tgm Associates, L. P. 401(K) Plan — Form 5500 plan (Tgm Associates L.P.)
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, Tgm Associates, L. P. 401(K) Plan is a benefit plan reported by Tgm Associates L.P. under EIN 13-3613029 and plan number 001. The latest loaded filing year is 2023. The filing reports 276 participants and $10,263,893 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$0Plan net assets, end of year
Participants276Covered participants reported
Assets / participant$0Computed: assets ÷ participants$0 (computed)
Provider compensation$87.7K4 Schedule C provider row(s)$87,666
- Plan sponsor
- Tgm Associates L.P.
- EIN
- 13-3613029
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 276 | H, C | 20240729135739NAL0012573267001 |
| 2023 | 281 | H, C | 20241120100025NAL0003513985001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $10,227,111
Income & contributions
- Employer contributions
- $111,810
- Participant contributions
- $322,072
- Total contributions
- $433,882
- Total income / additions
- $1,100,926
Expenses & distributions
- Benefits paid
- $131,751
- Administrative expenses
- $25,001
- Total expenses
- $156,752
- Net increase / (decrease)
- $944,174
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Creative Planning LLC | INVESTMENT ADVISOR | $36,436 | not reported in the loaded dataset | 2023 |
| Ameritas Life Insurance Corp Of Ny | BUNDLED RECORDKEEPER | $26,229 | $0 | 2023 |
| Creative Planning LLC | INVESTMENT ADVISOR | $13,946 | not reported in the loaded dataset | 2023 |
| Ameritas Life Insurance Corp Of Ny | BUNDLED RECORDKEEPER | $11,055 | $0 | 2023 |