Tlc, Inc. 401k Plan — Form 5500 plan (Three Lower Counties Community)
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, Tlc, Inc. 401k Plan is a benefit plan reported by Three Lower Counties Community under EIN 52-1860379 and plan number 001. The latest loaded filing year is 2023. The filing reports 579 participants and $29,643,100 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Three Lower Counties Community
- EIN
- 52-1860379
- Plan number
- 001
- Plan type
- 2
- Location
- Salisbury, MD
- Latest filing year
- 2023
- Participants
- 579
- End-of-year plan assets
- $29,643,100
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 579 | H, C | 20240916073238NAL0001293569001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,643,100
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,643,100
- Net assets (BOY)
- $23,548,566
Income & contributions
- Employer contributions
- $957,182
- Participant contributions
- $1,970,549
- Total contributions
- $3,141,979
- Total income / additions
- $7,296,499
Expenses & distributions
- Benefits paid
- $1,115,353
- Administrative expenses
- $53,946
- Total expenses
- $1,201,965
- Net increase / (decrease)
- $6,094,534
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $47,020 | $2,619 | 2023 |
| Adp, Inc. | RECORD KEEPER | $6,925 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
| Td Ameritrade, Inc. | SECURITES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Three Lower Counties Community
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Salisbury, MD
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Adp, Inc. — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation
- Td Ameritrade, Inc. — Schedule C compensation