Savers 401(K) Plan — Form 5500 plan (Tvi, 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, Savers 401(K) Plan is a benefit plan reported by Tvi, Inc. under EIN 91-1255756 and plan number 001. The latest loaded filing year is 2023. The filing reports 12,073 participants and $111,190,861 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tvi, Inc.
- EIN
- 91-1255756
- Plan number
- 001
- Plan type
- 2
- Location
- Bellevue, WA
- Latest filing year
- 2023
- Participants
- 12,073
- End-of-year plan assets
- $111,190,861
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 12,073 | H, C | 20241015124524NAL0029672113001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $111,190,861
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $111,190,861
- Net assets (BOY)
- $90,742,640
Income & contributions
- Employer contributions
- $3,312,586
- Participant contributions
- $8,267,605
- Total contributions
- $12,313,618
- Total income / additions
- $30,153,317
Expenses & distributions
- Benefits paid
- $9,218,384
- Administrative expenses
- $396,478
- Total expenses
- $9,705,096
- Net increase / (decrease)
- $20,448,221
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $315,171 | $0 | 2023 |
| Highland Capital Advisors | ADVISOR | $47,008 | not reported in the loaded dataset | 2023 |
| Clark Nuber | ACCOUNTANT/AUDITOR | $31,300 | not reported in the loaded dataset | 2023 |
| Wealth Management Systems Inc | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tvi, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Bellevue, WA
- Fidelity Investments Institutional — Schedule C compensation
- Highland Capital Advisors — Schedule C compensation
- Clark Nuber — Schedule C compensation
- Wealth Management Systems Inc — Schedule C compensation