How big is TPG Financial's plan?

TPG Financial's plan reported $1.5M in assets and 13 participants for 2023.

Original filing (PDF)20240528150033NAL0005569667001

TPG Financial

Name: TPG Financial — TPG Financial 401(k) Plan, Form 5500 (2023)
Creator: TPG Financial
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TPG Financial 401(k) Plan

401(k) retirement plan · TPG Financial's TPG Financial 401(k) Plan held $1.5M in plan assets for 13 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

John Gilmore signed TPG Financial's 2023 Form 5500 as plan administrator.

John Gilmore — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

TPG Financial's EIN is 26-0875472.

EIN 26-0875472

Plan number 001

Plan year 2023

ACK ID 20240528150033NAL0005569667001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for TPG Financial from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

TPG Financial's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TPG FINANCIAL.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

TPG FINANCIAL

EIN

all filings

Address

220 2ND AVENUE SOUTH · FRANKLIN, TN · 37064

Phone

(615) 791-1213

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-05-28

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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