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, Total Benefit Management, Inc. Retirement Savings Plan is a benefit plan reported by Total Benefit Management, Inc. under EIN 14-1759683 and plan number 333. The latest loaded filing year is 2023. The filing reports 454 participants and $10,674,104 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,674,104
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,674,104
- Net assets (BOY)
- $9,760,180
Income & contributions
- Employer contributions
- $68,679
- Participant contributions
- $629,017
- Total contributions
- $697,696
- Total income / additions
- $2,303,488
Expenses & distributions
- Benefits paid
- $221,819
- Administrative expenses
- $72,144
- Total expenses
- $301,979
- Net increase / (decrease)
- $2,001,509