Tumi, Inc. Profit Sharing/401(K) Plan — Form 5500 plan (Tumi, 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, Tumi, Inc. Profit Sharing/401(K) Plan is a benefit plan reported by Tumi, Inc. under EIN 22-2059452 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,063 participants and $53,814,323 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tumi, Inc.
EIN
22-2059452
Plan number
001
Plan type
2
Location
Edison, NJ
Latest filing year
2023
Participants
1,063
End-of-year plan assets
$53,814,323

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,063H, C20241003154122NAL0004992707001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$53,814,323
Total liabilities (EOY)
$0
Net assets (EOY)
$53,814,323
Net assets (BOY)
$42,581,337

Income & contributions

Employer contributions
$1,417,238
Participant contributions
$2,532,643
Total contributions
$4,324,488
Total income / additions
$13,530,566

Expenses & distributions

Benefits paid
$2,250,194
Administrative expenses
$53,422
Total expenses
$2,297,580
Net increase / (decrease)
$11,232,986

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$53,422$02023

Related Form 5500 pages