Thompson Holdings, Inc. 401(K) And Employee Stock Ownership Plan — Form 5500 plan (Thompson Holdings, 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 Holdings, Inc. 401(K) And Employee Stock Ownership Plan is a benefit plan reported by Thompson Holdings, Inc. under EIN 72-1381313 and plan number 001. The latest loaded filing year is 2023. The filing reports 564 participants and $84,209,527 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Thompson Holdings, Inc.
- EIN
- 72-1381313
- Plan number
- 001
- Plan type
- 2
- Location
- Mobile, AL
- Latest filing year
- 2023
- Participants
- 564
- End-of-year plan assets
- $84,209,527
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 564 | H, C | 20241015132940NAL0016491635001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $84,209,527
- Total liabilities (EOY)
- $11,146,171
- Net assets (EOY)
- $73,063,356
- Net assets (BOY)
- $52,701,466
Income & contributions
- Employer contributions
- $1,377,725
- Participant contributions
- $2,587,457
- Total contributions
- $5,429,854
- Total income / additions
- $19,825,211
Expenses & distributions
- Benefits paid
- $4,791,979
- Administrative expenses
- $130,466
- Total expenses
- $5,130,046
- Net increase / (decrease)
- $14,695,165
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MANAGER | $64,125 | not reported in the loaded dataset | 2023 |
| Raymond James & Associates, Inc. | INVESTMENT ADVISOR | $55,709 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $35,225 | $0 | 2023 |
| Blue Ridge Esop Associates | CONTRACT ADMIN | $3,714 | $5,000 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Thompson Holdings, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Mobile, AL
- Empower Advisory Group, LLC — Schedule C compensation
- Raymond James & Associates, Inc. — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Blue Ridge Esop Associates — Schedule C compensation