Tbc Corporation Safe Harbor 401(K) Plan — Form 5500 plan (Tbc Corporation)
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, Tbc Corporation Safe Harbor 401(K) Plan is a benefit plan reported by Tbc Corporation under EIN 31-0600670 and plan number 003. The latest loaded filing year is 2023. The filing reports 4,374 participants and $222,181,424 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tbc Corporation
- EIN
- 31-0600670
- Plan number
- 003
- Plan type
- 2
- Location
- Palm Beach Gardens, FL
- Latest filing year
- 2023
- Participants
- 4,374
- End-of-year plan assets
- $222,181,424
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,374 | H, C | 20241009143303NAL0018548529003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $222,181,424
- Net assets (EOY)
- $222,181,424
- Net assets (BOY)
- $205,553,485
Income & contributions
- Employer contributions
- $5,476,877
- Participant contributions
- $9,323,072
- Total contributions
- $15,980,586
- Total income / additions
- $51,359,835
Expenses & distributions
- Benefits paid
- $35,126,629
- Administrative expenses
- $243,451
- Total expenses
- $35,370,855
- Net increase / (decrease)
- $15,988,980
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $166,624 | $0 | 2023 |
| Mercer Investment Management | INVESTMENT ADVISOR | $50,852 | not reported in the loaded dataset | 2023 |
| Lbmc, Pc | AUDITOR | $16,850 | not reported in the loaded dataset | 2023 |
| Steelpeak Wealth | SECURITIES BROKER | $6,452 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc | SECURITIES BROKER | $2,673 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tbc Corporation
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Palm Beach Gardens, FL
- Transamerica Retirement Solutions — Schedule C compensation
- Mercer Investment Management — Schedule C compensation
- Lbmc, Pc — Schedule C compensation
- Steelpeak Wealth — Schedule C compensation
- Charles Schwab & Co., Inc — Schedule C compensation
- National Financial Services — Schedule C compensation