Total Military Management, Inc. Retirement Plan And Trust — Form 5500 plan (Total Military Management, 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, Total Military Management, Inc. Retirement Plan And Trust is a benefit plan reported by Total Military Management, Inc. under EIN 27-1785025 and plan number 001. The latest loaded filing year is 2023. The filing reports 299 participants and $10,331,768 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Total Military Management, Inc.
- EIN
- 27-1785025
- Plan number
- 001
- Plan type
- 2
- Location
- Jacksonville, FL
- Latest filing year
- 2023
- Participants
- 299
- End-of-year plan assets
- $10,331,768
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 299 | H, C | 20241028105517NAL0003685393001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,331,768
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,331,768
- Net assets (BOY)
- $8,656,967
Income & contributions
- Employer contributions
- $496,798
- Participant contributions
- $859,061
- Total contributions
- $1,355,859
- Total income / additions
- $2,789,113
Expenses & distributions
- Benefits paid
- $1,106,220
- Administrative expenses
- $8,092
- Total expenses
- $1,114,312
- Net increase / (decrease)
- $1,674,801
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Onedigital, LLC | SERVICE PROVIDER | $0 | $38,345 | 2023 |
| William E Hamm And Associates, Inc | SERVICE PROVIDER | $0 | $7,610 | 2023 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $2,361 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Total Military Management, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Jacksonville, FL
- Onedigital, LLC — Schedule C compensation
- William E Hamm And Associates, Inc — Schedule C compensation
- Voya Retirement Insurance & Annuity — Schedule C compensation