Thrive Communities 401(K) Plan — Form 5500 plan (Thrive Communities Management, LLC)
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, Thrive Communities 401(K) Plan is a benefit plan reported by Thrive Communities Management, LLC under EIN 47-3242364 and plan number 001. The latest loaded filing year is 2023. The filing reports 701 participants and $15,163,281 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Thrive Communities Management, LLC
- EIN
- 47-3242364
- Plan number
- 001
- Plan type
- 2
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 701
- End-of-year plan assets
- $15,163,281
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 701 | H, C | 20241008125511NAL0017563553001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,163,281
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,163,281
- Net assets (BOY)
- $10,562,852
Income & contributions
- Employer contributions
- $1,121,961
- Participant contributions
- $2,714,283
- Total contributions
- $4,241,411
- Total income / additions
- $6,519,406
Expenses & distributions
- Benefits paid
- $1,778,874
- Administrative expenses
- $120,212
- Total expenses
- $1,918,977
- Net increase / (decrease)
- $4,600,429
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $76,142 | $0 | 2023 |
| Trutina Financial LLC | ADVISOR | $23,705 | not reported in the loaded dataset | 2023 |
| Cbiz Accounting, Tax | ACCOUNTANT/AUDITOR | $20,365 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Thrive Communities Management, LLC
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Seattle, WA
- Fidelity Investments Institutional — Schedule C compensation
- Trutina Financial LLC — Schedule C compensation
- Cbiz Accounting, Tax — Schedule C compensation