The Thompson Organization 401(K) Incentive Savings Plan — Form 5500 plan (Thompson Motor 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, The Thompson Organization 401(K) Incentive Savings Plan is a benefit plan reported by Thompson Motor Group, Inc. under EIN 23-1707868 and plan number 001. The latest loaded filing year is 2023. The filing reports 592 participants and $54,539,211 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Thompson Motor Group, Inc.
- EIN
- 23-1707868
- Plan number
- 001
- Plan type
- 2
- Location
- Doylestown, PA
- Latest filing year
- 2023
- Participants
- 592
- End-of-year plan assets
- $54,539,211
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 592 | H, C | 20241014142758NAL0053962578001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $54,539,211
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $54,539,211
- Net assets (BOY)
- $47,192,083
Income & contributions
- Employer contributions
- $261,634
- Participant contributions
- $2,510,169
- Total contributions
- $2,773,282
- Total income / additions
- $9,978,533
Expenses & distributions
- Benefits paid
- $2,455,377
- Administrative expenses
- $176,028
- Total expenses
- $2,631,405
- Net increase / (decrease)
- $7,347,128
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Global | INVESTMENT ADVISORY | $90,343 | $11 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $85,508 | $0 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Thompson Motor Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Doylestown, PA
- Morgan Stanley Global — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation