Tom James Company 401(K) And Profit Sharing Plan — Form 5500 plan (Tom James Company)
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, Tom James Company 401(K) And Profit Sharing Plan is a benefit plan reported by Tom James Company under EIN 35-1285878 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,833 participants and $114,382,361 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tom James Company
- EIN
- 35-1285878
- Plan number
- 001
- Plan type
- 2
- Location
- Franklin, TN
- Latest filing year
- 2023
- Participants
- 1,833
- End-of-year plan assets
- $114,382,361
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,833 | H, C | 20241015190405NAL0029454641001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $114,382,361
- Net assets (EOY)
- $114,382,361
- Net assets (BOY)
- $95,010,043
Income & contributions
- Employer contributions
- $2,492,763
- Participant contributions
- $5,163,736
- Total contributions
- $7,899,060
- Total income / additions
- $26,603,563
Expenses & distributions
- Benefits paid
- $7,035,333
- Administrative expenses
- $195,009
- Total expenses
- $7,231,245
- Net increase / (decrease)
- $19,372,318
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Soltis Investment Advisors | NONE | $162,179 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $14,195 | not reported in the loaded dataset | 2023 |
| Hamilton Capital LLC | NONE | $7,942 | not reported in the loaded dataset | 2023 |
| Cambridge Investment Research | NONE | $7,931 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $220 | $0 | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tom James Company
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Franklin, TN
- Soltis Investment Advisors — Schedule C compensation
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Hamilton Capital LLC — Schedule C compensation
- Cambridge Investment Research — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation