Tandym Group Holdings, LLC — Form 5500 plan (Tandym Group Holdings, LLC)

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, Tandym Group Holdings, LLC is a benefit plan reported by Tandym Group Holdings, LLC under EIN 81-3058939 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,563 participants and $20,108,822 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$20.1MPlan net assets, end of year$20,108,822
Participants5.6KCovered participants reported5,563
Assets / participant$3.6KComputed: assets ÷ participants$3,615 (computed)
Provider compensation$118.6K2 Schedule C provider row(s)$118,607
Plan sponsor
Tandym Group Holdings, LLC
EIN
81-3058939
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    5,563 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$20.1M total assets
Net assets$20.1MLiabilities$0
Money in vs. money out
Total income / additions$7M
Total expenses$2.5M
Benefits paid / distributions$2.3M
Contributions
Employer$0
Participant$3.1M
Full reported line items

Net assets

Total assets (EOY)
$20,108,822
Total liabilities (EOY)
$0
Net assets (EOY)
$20,108,822
Net assets (BOY)
$12,232,150

Income & contributions

Employer contributions
$0
Participant contributions
$3,068,269
Total contributions
$4,170,853
Total income / additions
$6,983,529

Expenses & distributions

Benefits paid
$2,296,824
Administrative expenses
$118,607
Total expenses
$2,478,163
Net increase / (decrease)
$4,505,366
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 0%Participant 100%
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income33%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    ADVISOR · Direct $74K
  2. 2
    RECORDKEEPER · Direct $44.6K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Tandym Group Holdings, LLC?
Tandym Group Holdings, LLC is reported as sponsored by Tandym Group Holdings, LLC (EIN 81-3058939, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Tandym Group Holdings, LLC?
The latest Form 5500 filing year loaded for Tandym Group Holdings, LLC is 2023.
How many participants does Tandym Group Holdings, LLC report?
Tandym Group Holdings, LLC reports 5,563 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Tandym Group Holdings, LLC?
Tandym Group Holdings, LLC reports $20,108,822 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages