Plan5500

Tbc Retail 401(K) Plan — Form 5500 plan (Tbc Retail 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, Tbc Retail 401(K) Plan is a benefit plan reported by Tbc Retail Group, Inc. under EIN 59-1823826 and plan number 002. The latest loaded filing year is 2023. The filing reports 8,191 participants and $30,443,125 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tbc Retail Group, Inc.
EIN
59-1823826
Plan number
002
Plan type
2
Location
Palm Beach Gardens, FL
Latest filing year
2023
Participants
8,191
End-of-year plan assets
$30,443,125

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20238,191H, C20241211220336NAL0011940017001
20237,245H, C20241010082707NAL0035261104001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$30,443,125

Income & contributions

Total income / additions
$26,949

Expenses & distributions

Benefits paid
$30,388,114
Administrative expenses
$81,960
Total expenses
$30,470,074
Net increase / (decrease)
-$30,443,125

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORD KEEPER$106,670$02023
Transamerica Retirement SolutionsRECORDKEEPER$81,960$02023
Tbc CorporationINVESTMENT ADVISOR$20,000not reported in the loaded dataset2023
Mercer Investment ManagementINVESTMENT MANAGEMENT$18,607not reported in the loaded dataset2023
Lbmc, PcAUDITOR$16,850not reported in the loaded dataset2023
Charles Schwab & Co IncBROKER$0$02023
National Financial ServicesSECURITIES BROKER$0$02023

Related Form 5500 pages