Thelen Inc. 401k Plan — Form 5500 plan (Thelen, 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, Thelen Inc. 401k Plan is a benefit plan reported by Thelen, Inc. under EIN 38-1737354 and plan number 001. The latest loaded filing year is 2023. The filing reports 142 participants and $8,996,556 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Thelen, Inc.
EIN
38-1737354
Plan number
001
Plan type
2
Location
Bay City, MI
Latest filing year
2023
Participants
142
End-of-year plan assets
$8,996,556

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023142H, C20240913124321NAL0011664961001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,996,556
Total liabilities (EOY)
$0
Net assets (EOY)
$8,996,556
Net assets (BOY)
$7,708,307

Income & contributions

Employer contributions
$167,502
Participant contributions
$457,966
Total contributions
$625,468
Total income / additions
$1,606,434

Expenses & distributions

Benefits paid
$290,781
Administrative expenses
$24,692
Total expenses
$318,185
Net increase / (decrease)
$1,288,249

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$24,692$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages