Thompson Thrift Retirement Plan — Form 5500 plan (Thompson Thrift Construction, 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, Thompson Thrift Retirement Plan is a benefit plan reported by Thompson Thrift Construction, Inc. under EIN 35-1941978 and plan number 001. The latest loaded filing year is 2023. The filing reports 661 participants and $34,838,194 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Thompson Thrift Construction, Inc.
EIN
35-1941978
Plan number
001
Plan type
3
Location
Terre Haute, IN
Latest filing year
2023
Participants
661
End-of-year plan assets
$34,838,194

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023661H, C20241017062653NAL0032820033001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$34,838,194
Total liabilities (EOY)
$0
Net assets (EOY)
$34,838,194
Net assets (BOY)
$26,535,973

Income & contributions

Employer contributions
$2,206,603
Participant contributions
$4,939,044
Total contributions
$7,430,093
Total income / additions
$11,970,472

Expenses & distributions

Benefits paid
$3,570,643
Administrative expenses
$97,608
Total expenses
$3,668,251
Net increase / (decrease)
$8,302,221

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$71,618$02023
Shepherd Financial Investment AdvisINVESTMENT ADVISOR$25,990not reported in the loaded dataset2023

Related Form 5500 pages