Tlc Management, Inc. 401(K) Plan — Form 5500 plan (Tender Loving Care Management)

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, Tlc Management, Inc. 401(K) Plan is a benefit plan reported by Tender Loving Care Management under EIN 35-1765894 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,198 participants and $25,363,363 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tender Loving Care Management
EIN
35-1765894
Plan number
001
Plan type
2
Location
Marion, IN
Latest filing year
2023
Participants
2,198
End-of-year plan assets
$25,363,363

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,198H, C20250527091541NAL0005867265001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,363,363
Total liabilities (EOY)
$0
Net assets (EOY)
$25,363,363
Net assets (BOY)
$20,026,221

Income & contributions

Employer contributions
$1,729,551
Participant contributions
$2,404,103
Total contributions
$4,236,158
Total income / additions
$7,346,337

Expenses & distributions

Benefits paid
$1,863,270
Administrative expenses
$114,746
Total expenses
$2,009,195
Net increase / (decrease)
$5,337,142

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$73,514$02023
Edward JonesINVESTMENT/FINANCIAL ADVI$41,230$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages