Tfp Retirement Pep — Form 5500 plan (The Finway Group)
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, Tfp Retirement Pep is a benefit plan reported by The Finway Group under EIN 42-1468222 and plan number 014. The latest loaded filing year is 2023. The filing reports 151 participants and $12,690,803 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Finway Group
- EIN
- 42-1468222
- Plan number
- 014
- Plan type
- 3
- Location
- West Des Moines, IA
- Latest filing year
- 2023
- Participants
- 151
- End-of-year plan assets
- $12,690,803
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 151 | H, C | 20250418085308NAL0001321187001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,690,803
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,690,803
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $303,870
- Participant contributions
- $525,806
- Total contributions
- $863,399
- Total income / additions
- $1,907,322
Expenses & distributions
- Benefits paid
- $1,871,103
- Administrative expenses
- $22,668
- Total expenses
- $1,905,610
- Net increase / (decrease)
- $1,712
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Finway Group, LLC | CONTRACT ADMIN | $13,434 | not reported in the loaded dataset | 2023 |
| The Hays Financial Group | INVESTMENT ADVISOR | $12,399 | not reported in the loaded dataset | 2023 |