Thalhimer, Inc. 401(K) Plan — Form 5500 plan (Thalhimer, 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, Thalhimer, Inc. 401(K) Plan is a benefit plan reported by Thalhimer, Inc. under EIN 54-1178996 and plan number 002. The latest loaded filing year is 2023. The filing reports 456 participants and $41,590,823 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Thalhimer, Inc.
- EIN
- 54-1178996
- Plan number
- 002
- Plan type
- 2
- Location
- Glen Allen, VA
- Latest filing year
- 2023
- Participants
- 456
- End-of-year plan assets
- $41,590,823
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 456 | H, C | 20241001133946NAL0012520384001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,590,823
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,590,823
- Net assets (BOY)
- $35,431,936
Income & contributions
- Employer contributions
- $1,128,779
- Participant contributions
- $2,046,250
- Total contributions
- $3,344,850
- Total income / additions
- $10,403,499
Expenses & distributions
- Benefits paid
- $4,170,528
- Administrative expenses
- $74,084
- Total expenses
- $4,244,612
- Net increase / (decrease)
- $6,158,887
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $42,475 | $0 | 2023 |
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $25,000 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $6,609 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Thalhimer, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Glen Allen, VA
- Empower Annuity Insurance Company O — Schedule C compensation
- Onedigital Investment Advisors LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation