Thomas, Thomas & Hafer, Llp Retirement Plan — Form 5500 plan (Thomas, Thomas & Hafer, Llp)
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, Thomas, Thomas & Hafer, Llp Retirement Plan is a benefit plan reported by Thomas, Thomas & Hafer, Llp under EIN 25-1643634 and plan number 001. The latest loaded filing year is 2023. The filing reports 219 participants and $41,629,138 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Thomas, Thomas & Hafer, Llp
- EIN
- 25-1643634
- Plan number
- 001
- Plan type
- 2
- Location
- Camp Hill, PA
- Latest filing year
- 2023
- Participants
- 219
- End-of-year plan assets
- $41,629,138
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 219 | H, C | 20241002135551NAL0004848515001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,629,138
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,629,138
- Net assets (BOY)
- $41,370,253
Income & contributions
- Employer contributions
- $1,606,252
- Participant contributions
- $1,411,610
- Total contributions
- $3,451,188
- Total income / additions
- $8,974,658
Expenses & distributions
- Benefits paid
- $8,676,356
- Administrative expenses
- $39,417
- Total expenses
- $8,715,773
- Net increase / (decrease)
- $258,885
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Conrad Siegel | NONE | $22,204 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
| American Century Investment Inc | NONE | $0 | $0 | 2023 |
| Fidelity & Research Company | NONE | $0 | $0 | 2023 |
| Alliancebernstein Lp | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Thomas, Thomas & Hafer, Llp
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Camp Hill, PA
- Conrad Siegel — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- American Century Investment Inc — Schedule C compensation
- Fidelity & Research Company — Schedule C compensation
- Alliancebernstein Lp — Schedule C compensation