Plan5500

Tb Philly, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Tb Philly, 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, Tb Philly, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Tb Philly, Inc. under EIN 25-1757124 and plan number 001. The latest loaded filing year is 2023. The filing reports 139 participants and $14,587,484 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tb Philly, Inc.
EIN
25-1757124
Plan number
001
Plan type
2
Location
Phoenixville, PA
Latest filing year
2023
Participants
139
End-of-year plan assets
$14,587,484

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023139H, C20240717062555NAL0002339859001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,587,484
Total liabilities (EOY)
$0
Net assets (EOY)
$14,587,484
Net assets (BOY)
$10,959,273

Income & contributions

Employer contributions
$491,095
Participant contributions
$925,901
Total contributions
$1,433,295
Total income / additions
$3,859,750

Expenses & distributions

Benefits paid
$186,609
Administrative expenses
$44,930
Total expenses
$231,539
Net increase / (decrease)
$3,628,211

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Kathmere Capital ManagementINVESTMENT ADVISOR$42,660not reported in the loaded dataset2023
The Vanguard GroupCUSTODIAN$1,970not reported in the loaded dataset2023

Related Form 5500 pages