Tsg Enterprises 401(K) Plan — Form 5500 plan (Tsg Enterprises, LLC)

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, Tsg Enterprises 401(K) Plan is a benefit plan reported by Tsg Enterprises, LLC under EIN 20-2936675 and plan number 001. The latest loaded filing year is 2023. The filing reports 533 participants and $6,042,057 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tsg Enterprises, LLC
EIN
20-2936675
Plan number
001
Plan type
2
Location
Holliston, MA
Latest filing year
2023
Participants
533
End-of-year plan assets
$6,042,057

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023533H, C20240917120809NAL0005141792001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,042,057
Total liabilities (EOY)
$0
Net assets (EOY)
$6,042,057
Net assets (BOY)
$4,027,554

Income & contributions

Employer contributions
$418,031
Participant contributions
$760,784
Total contributions
$1,381,995
Total income / additions
$2,249,878

Expenses & distributions

Benefits paid
$194,569
Administrative expenses
$40,806
Total expenses
$235,375
Net increase / (decrease)
$2,014,503

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$22,257$02023
First Republic Investment MgmtINVESTMENT ADVISORY$18,549$2402023

Related Form 5500 pages