Terra-Gen, LLC 401(K) Plan — Form 5500 plan (Terra-Gen, LLC)

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, Terra-Gen, LLC 401(K) Plan is a benefit plan reported by Terra-Gen, LLC under EIN 30-0878595 and plan number 001. The latest loaded filing year is 2023. The filing reports 431 participants and $57,414,245 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Terra-Gen, LLC
EIN
30-0878595
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
431
End-of-year plan assets
$57,414,245

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023431H, C20241015204837NAL0029646273001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$57,414,245
Total liabilities (EOY)
$0
Net assets (EOY)
$57,414,245
Net assets (BOY)
$46,148,698

Income & contributions

Employer contributions
$2,878,963
Participant contributions
$2,686,978
Total contributions
$5,872,521
Total income / additions
$13,802,566

Expenses & distributions

Benefits paid
$2,293,196
Administrative expenses
$102,053
Total expenses
$2,537,019
Net increase / (decrease)
$11,265,547

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$56,261$02023
Raymond James And Associates, Inc.CONSULTANT$30,000not reported in the loaded dataset2023
Wiss & Company LlpCONSULTANT$16,750not reported in the loaded dataset2023

Related Form 5500 pages