Tpusa 401(K) Plan — Form 5500 plan (Tpusa, Inc.)
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, Tpusa 401(K) Plan is a benefit plan reported by Tpusa, Inc. under EIN 87-0512021 and plan number 001. The latest loaded filing year is 2023. The filing reports 23,101 participants and $77,899,471 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tpusa, Inc.
- EIN
- 87-0512021
- Plan number
- 001
- Plan type
- 2
- Location
- Salt Lake City, UT
- Latest filing year
- 2023
- Participants
- 23,101
- End-of-year plan assets
- $77,899,471
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 23,101 | H, C | 20241011133406NAL0021948737001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $77,899,471
- Total liabilities (EOY)
- $630,918
- Net assets (EOY)
- $77,268,553
- Net assets (BOY)
- $63,856,685
Income & contributions
- Employer contributions
- $1,540,079
- Participant contributions
- $7,870,840
- Total contributions
- $10,190,459
- Total income / additions
- $20,842,598
Expenses & distributions
- Benefits paid
- $9,237,792
- Administrative expenses
- $305,631
- Total expenses
- $9,662,610
- Net increase / (decrease)
- $11,179,988
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $268,698 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $77,003 | not reported in the loaded dataset | 2023 |
| Creative Planning Holdco LLC Dba Cr | INVESTMENT ADVISOR | $75,000 | not reported in the loaded dataset | 2023 |
| Nfp Retirement Inc | INVESTMENT ADVISOR | $2,812 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | CONSULTING | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tpusa, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Salt Lake City, UT
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Creative Planning Holdco LLC Dba Cr — Schedule C compensation
- Nfp Retirement Inc — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation