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, Thornburg Investment Management, Incorporated 401(K) Plan is a benefit plan reported by Thornburg Investment Management, Incorporated under EIN 85-0301299 and plan number 002. The latest loaded filing year is 2023. The filing reports 358 participants and $145,174,845 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $145,174,845
- Net assets (EOY)
- $145,174,845
- Net assets (BOY)
- $121,334,039
Income & contributions
- Employer contributions
- $5,742,261
- Participant contributions
- $4,112,193
- Total contributions
- $10,431,440
- Total income / additions
- $31,124,087
Expenses & distributions
- Benefits paid
- $7,249,214
- Administrative expenses
- $34,067
- Total expenses
- $7,283,281
- Net increase / (decrease)
- $23,840,806