The Tustin Group 401(K) Retirement — Form 5500 plan (Tustin Mechanical Services)
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, The Tustin Group 401(K) Retirement is a benefit plan reported by Tustin Mechanical Services under EIN 80-0753265 and plan number 001. The latest loaded filing year is 2023. The filing reports 298 participants and $21,012,082 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tustin Mechanical Services
- EIN
- 80-0753265
- Plan number
- 001
- Plan type
- 2
- Location
- Norristown, PA
- Latest filing year
- 2023
- Participants
- 298
- End-of-year plan assets
- $21,012,082
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 298 | H, C | 20250227102337NAL0002113937001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,012,082
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,012,082
- Net assets (BOY)
- $17,553,030
Income & contributions
- Employer contributions
- $609,749
- Participant contributions
- $1,333,784
- Total contributions
- $1,976,067
- Total income / additions
- $4,644,301
Expenses & distributions
- Benefits paid
- $1,124,872
- Administrative expenses
- $56,909
- Total expenses
- $1,185,249
- Net increase / (decrease)
- $3,459,052
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $62,190 | $0 | 2023 |
| Rbc Capital Markets LLC | INVESTMENT ADVISOR | $34,652 | not reported in the loaded dataset | 2023 |
| The Paragon Alliance Group, LLC | CONTRACT ADMIN | $0 | $14,591 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tustin Mechanical Services
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Norristown, PA
- Empower Annuity Ins Co Of America — Schedule C compensation
- Rbc Capital Markets LLC — Schedule C compensation
- The Paragon Alliance Group, LLC — Schedule C compensation