Thompson Surgical Instruments, Inc. Employee Stock Ownership Plan — Form 5500 plan (Thompson Surgical Instruments, Inc. Esop)
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 Surgical Instruments, Inc. Employee Stock Ownership Plan is a benefit plan reported by Thompson Surgical Instruments, Inc. Esop under EIN 36-3253380 and plan number 002. The latest loaded filing year is 2023. The filing reports 81 participants and $49,740,514 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Thompson Surgical Instruments, Inc. Esop
- EIN
- 36-3253380
- Plan number
- 002
- Plan type
- 2
- Location
- Traverse City, MI
- Latest filing year
- 2023
- Participants
- 81
- End-of-year plan assets
- $49,740,514
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 81 | I | 20240816092758NAL0007886099001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $49,740,514
- Total liabilities (EOY)
- $85,249
- Net assets (EOY)
- $49,655,265
- Net assets (BOY)
- $38,990,174
Income & contributions
- Employer contributions
- $248,038
- Participant contributions
- $0
- Total income / additions
- $10,896,779
Expenses & distributions
- Benefits paid
- $228,278
- Administrative expenses
- $214
- Total expenses
- $231,688
- Net increase / (decrease)
- $10,665,091
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.