Thompson Construction Group, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Thompson Construction 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, Thompson Construction Group, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Thompson Construction Group, Inc. under EIN 57-0836917 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,447 participants and $57,755,837 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Thompson Construction Group, Inc.
- EIN
- 57-0836917
- Plan number
- 001
- Plan type
- 2
- Location
- Sumter, SC
- Latest filing year
- 2023
- Participants
- 2,447
- End-of-year plan assets
- $57,755,837
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,447 | H, C | 20240919103742NAL0005815073001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $57,755,837
- Total liabilities (EOY)
- $47,407
- Net assets (EOY)
- $57,708,430
- Net assets (BOY)
- $42,356,094
Income & contributions
- Employer contributions
- $2,699,690
- Participant contributions
- $10,829,912
- Total contributions
- $14,126,670
- Total income / additions
- $21,973,905
Expenses & distributions
- Benefits paid
- $6,456,548
- Administrative expenses
- $157,622
- Total expenses
- $6,621,569
- Net increase / (decrease)
- $15,352,336
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $84,011 | $0 | 2023 |
| Morgan Stanley & Co. LLC | INVESTMENT ADVISOR | $59,208 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $14,403 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Thompson Construction Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in SC
- 401(k) and benefit plan filings in Sumter, SC
- Fidelity Investments Institutional — Schedule C compensation
- Morgan Stanley & Co. LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation