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, Tm Rta Holdings 401(K) Plan is a benefit plan reported by Tm Rta Management, Inc. under EIN 81-4122983 and plan number 001. The latest loaded filing year is 2023. The filing reports 592 participants and $6,650,918 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,650,918
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,650,918
- Net assets (BOY)
- $5,387,468
Income & contributions
- Employer contributions
- $217,670
- Participant contributions
- $778,934
- Total contributions
- $1,028,547
- Total income / additions
- $2,047,942
Expenses & distributions
- Benefits paid
- $612,936
- Administrative expenses
- $168,929
- Total expenses
- $784,492
- Net increase / (decrease)
- $1,263,450