Thomas Cuisine Management 401(K) Plan — Form 5500 plan (Thomas Management, 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, Thomas Cuisine Management 401(K) Plan is a benefit plan reported by Thomas Management, LLC under EIN 82-0410020 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,112 participants and $24,564,797 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Thomas Management, LLC
- EIN
- 82-0410020
- Plan number
- 001
- Plan type
- 2
- Location
- Meridian, ID
- Latest filing year
- 2023
- Participants
- 1,112
- End-of-year plan assets
- $24,564,797
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,112 | H, C | 20241014132805NAL0027389729001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,564,797
- Total liabilities (EOY)
- $158,128
- Net assets (EOY)
- $24,406,669
- Net assets (BOY)
- $19,219,181
Income & contributions
- Employer contributions
- $817,598
- Participant contributions
- $2,307,169
- Total contributions
- $3,199,793
- Total income / additions
- $6,667,348
Expenses & distributions
- Benefits paid
- $1,262,539
- Administrative expenses
- $168,188
- Total expenses
- $1,479,860
- Net increase / (decrease)
- $5,187,488
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $87,611 | $0 | 2023 |
| Pinnacle Pension Services, Inc. | CONTRACT ADMIN | $31,127 | $10,000 | 2023 |
| Pensionmark Financial Group, LLC | INVESTMENT ADVISOR | $30,000 | not reported in the loaded dataset | 2023 |
| Cota Street Investment Management | INVESTMENT MGMT | $19,450 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Thomas Management, LLC
- 2023 Form 5500 filing
- Form 5500 filings in ID
- 401(k) and benefit plan filings in Meridian, ID
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- Pinnacle Pension Services, Inc. — Schedule C compensation
- Pensionmark Financial Group, LLC — Schedule C compensation
- Cota Street Investment Management — Schedule C compensation