Thomas Howell Ferguson, P.A. 401k Plan — Form 5500 plan (Thomas Howell Ferguson, P.A.)
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, Thomas Howell Ferguson, P.A. 401k Plan is a benefit plan reported by Thomas Howell Ferguson, P.A. under EIN 59-3186310 and plan number 001. The latest loaded filing year is 2023. The filing reports 144 participants and $21,458,933 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Thomas Howell Ferguson, P.A.
- EIN
- 59-3186310
- Plan number
- 001
- Plan type
- 2
- Location
- Tallahassee, FL
- Latest filing year
- 2023
- Participants
- 144
- End-of-year plan assets
- $21,458,933
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 144 | H, C | 20250714205143NAL0001151683001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,458,933
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,458,933
- Net assets (BOY)
- $16,004,056
Income & contributions
- Employer contributions
- $526,604
- Participant contributions
- $857,889
- Total contributions
- $1,393,757
- Total income / additions
- $5,976,447
Expenses & distributions
- Benefits paid
- $477,513
- Administrative expenses
- $44,057
- Total expenses
- $521,570
- Net increase / (decrease)
- $5,454,877
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tnb Finanical Services | INVESTMENT ADVISORY | $9,814 | not reported in the loaded dataset | 2023 |
| True North Advisors | INVESTMENT ADVISORY | $9,045 | not reported in the loaded dataset | 2023 |
| Steele Capital Management Inc. | INVESTMENT ADVISORY | $7,126 | not reported in the loaded dataset | 2023 |
| The Vedder Group | INVESTMENT ADVISORY | $2,477 | not reported in the loaded dataset | 2023 |
| Retirement Solutions Specialists | THIRD PARTY ADMIN | $2,275 | not reported in the loaded dataset | 2023 |
| John Hancock Life Insurance Company | RECORDKEEPER | $1,378 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Thomas Howell Ferguson, P.A.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Tallahassee, FL
- Tnb Finanical Services — Schedule C compensation
- True North Advisors — Schedule C compensation
- Steele Capital Management Inc. — Schedule C compensation
- The Vedder Group — Schedule C compensation
- Retirement Solutions Specialists — Schedule C compensation
- John Hancock Life Insurance Company — Schedule C compensation