Turtle & Hughes, Inc. 401(K) Savings Plan — Form 5500 plan (Turtle & Hughes, 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, Turtle & Hughes, Inc. 401(K) Savings Plan is a benefit plan reported by Turtle & Hughes, Inc. under EIN 13-5444820 and plan number 001. The latest loaded filing year is 2023. The filing reports 903 participants and $98,328,311 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Turtle & Hughes, Inc.
- EIN
- 13-5444820
- Plan number
- 001
- Plan type
- 3
- Location
- Clark, NJ
- Latest filing year
- 2023
- Participants
- 903
- End-of-year plan assets
- $98,328,311
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 903 | H, C | 20241014142132NAL0026395217001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $98,328,311
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $98,328,311
- Net assets (BOY)
- $102,218,811
Income & contributions
- Employer contributions
- $1,500,248
- Participant contributions
- $5,650,596
- Total contributions
- $8,163,931
- Total income / additions
- $20,466,623
Expenses & distributions
- Benefits paid
- $24,197,060
- Administrative expenses
- $154,686
- Total expenses
- $24,357,123
- Net increase / (decrease)
- -$3,890,500
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | CONTRACT ADMINISTRATOR | $159,633 | $0 | 2023 |
| Capfinancial Partners LLC | INVESTMENT ADVISOR | $49,799 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Turtle & Hughes, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Clark, NJ
- Empower Annuity Insurance Company — Schedule C compensation
- Capfinancial Partners LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation