I.C. Thomasson Associates, Inc. 401(K) Retirement Plan — Form 5500 plan (I.C. Thomasson Associates, 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, I.C. Thomasson Associates, Inc. 401(K) Retirement Plan is a benefit plan reported by I.C. Thomasson Associates, Inc. under EIN 62-0721262 and plan number 001. The latest loaded filing year is 2023. The filing reports 266 participants and $43,364,718 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- I.C. Thomasson Associates, Inc.
- EIN
- 62-0721262
- Plan number
- 001
- Plan type
- 2
- Location
- Nashville, TN
- Latest filing year
- 2023
- Participants
- 266
- End-of-year plan assets
- $43,364,718
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 266 | H, C | 20241104135834NAL0004778819001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $43,364,718
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,364,718
- Net assets (BOY)
- $37,131,399
Income & contributions
- Employer contributions
- $1,076,813
- Participant contributions
- $1,738,129
- Total contributions
- $3,082,156
- Total income / additions
- $9,640,096
Expenses & distributions
- Benefits paid
- $3,321,900
- Administrative expenses
- $84,877
- Total expenses
- $3,406,777
- Net increase / (decrease)
- $6,233,319
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $48,148 | $0 | 2023 |
| M Holdings Securities Inc | ADVISOR | $18,294 | not reported in the loaded dataset | 2023 |
| Kraft Cpas | ACCOUNTANT/AUDITOR | $11,450 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $7,035 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for I.C. Thomasson Associates, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Nashville, TN
- Fidelity Investments Institutional — Schedule C compensation
- M Holdings Securities Inc — Schedule C compensation
- Kraft Cpas — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation