Plan5500

Timmons Group, Inc. 401(K) Plan — Form 5500 plan (Timmons Group, 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, Timmons Group, Inc. 401(K) Plan is a benefit plan reported by Timmons Group, Inc. under EIN 54-1301413 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,045 participants and $112,800,283 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Timmons Group, Inc.
EIN
54-1301413
Plan number
001
Plan type
2
Location
Richmond, VA
Latest filing year
2023
Participants
1,045
End-of-year plan assets
$112,800,283

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,045H, C20240923140251NAL0011513521001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$112,800,283
Total liabilities (EOY)
$0
Net assets (EOY)
$112,800,283
Net assets (BOY)
$86,897,917

Income & contributions

Employer contributions
$3,110,094
Participant contributions
$7,929,035
Total contributions
$12,228,106
Total income / additions
$29,595,733

Expenses & distributions

Benefits paid
$3,484,565
Administrative expenses
$208,802
Total expenses
$3,693,367
Net increase / (decrease)
$25,902,366

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wells Fargo Clearing Services LLCINVESTMENT ADVISORY$122,622$822023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$86,180$02023

Related Form 5500 pages