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, Twm / Tac 401(K) Plan is a benefit plan reported by Thouvenot, Wade & Moerchen, Inc. under EIN 37-1042595 and plan number 001. The latest loaded filing year is 2023. The filing reports 142 participants and $21,962,678 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,962,678
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,962,678
- Net assets (BOY)
- $17,962,563
Income & contributions
- Employer contributions
- $276,873
- Participant contributions
- $1,066,173
- Total contributions
- $1,599,237
- Total income / additions
- $5,851,709
Expenses & distributions
- Benefits paid
- $1,865,824
- Administrative expenses
- -$14,230
- Total expenses
- $1,851,594
- Net increase / (decrease)
- $4,000,115