Tcrg 401(K) Plan — Form 5500 plan (Texas Capitalization Resource Group, 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, Tcrg 401(K) Plan is a benefit plan reported by Texas Capitalization Resource Group, Inc. under EIN 20-1765214 and plan number 001. The latest loaded filing year is 2023. The filing reports 482 participants and $4,257,833 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Texas Capitalization Resource Group, Inc.
- EIN
- 20-1765214
- Plan number
- 001
- Plan type
- 3
- Location
- Fort Worth, TX
- Latest filing year
- 2023
- Participants
- 482
- End-of-year plan assets
- $4,257,833
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 482 | H, C | 20241002095308NAL0008623057001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,257,833
- Net assets (EOY)
- $4,257,833
- Net assets (BOY)
- $3,327,895
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $667,251
- Total contributions
- $763,221
- Total income / additions
- $1,309,333
Expenses & distributions
- Benefits paid
- $321,675
- Administrative expenses
- $44,418
- Total expenses
- $379,395
- Net increase / (decrease)
- $929,938
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISORY - PLA | $17,856 | $0 | 2023 |
| Transamerica Retirement Solutions | RECORDKEEPER | $16,482 | $0 | 2023 |
| Nova 401(K) Associates Lp | THIRD PARTY ADMINISTRATOR | $10,080 | $125 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Texas Capitalization Resource Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Fort Worth, TX
- Global Retirement Partners LLC — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Nova 401(K) Associates Lp — Schedule C compensation