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, Companion Professional Services, LLC Dba Tm Floyd & Company 401(K) Retirement Plan is a benefit plan reported by Companion Professional Services, LLC under EIN 58-2375610 and plan number 002. The latest loaded filing year is 2023. The filing reports 297 participants and $20,083,554 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,083,554
- Net assets (EOY)
- $20,083,554
- Net assets (BOY)
- $16,694,767
Income & contributions
- Employer contributions
- $171,654
- Participant contributions
- $1,116,795
- Total contributions
- $1,690,966
- Total income / additions
- $4,839,194
Expenses & distributions
- Benefits paid
- $1,412,044
- Administrative expenses
- $38,363
- Total expenses
- $1,450,407
- Net increase / (decrease)
- $3,388,787