Original filing (PDF)20240614140605NAL0032307361001

TVG INC.

Name: TVG INC. — THE VESTED GROUP INC, 401K, Form 5500 (2023)
Creator: TVG INC.

Form 5500-SF

FILING_RECEIVED

THE VESTED GROUP INC, 401K

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TVG INC..

Plan sponsor

Name

TVG INC.

EIN

36-4705804

Address

1001 18TH ST · PLANO, TX · 75074

Phone

(864) 346-0187

Industry

Professional & Technical Servicessee all

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

2024-06-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

CARTER MACKAY HOLDINGS, INC.

CARTER MACKAY PERSONNEL 401(K) PLAN

$4.2M · 10 participants

SMALL BUSINESS CONSULTING CORPORATION

SBCC 401(K) PLAN AND TRUST

$4.2M · 105 participants

FLORENCE ASSOCIATES, INC.

FLORENCE ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN

$4.2M · 1 participants

INTEGRATED FINANCE AND ACCOUNTING SOLUTIONS

IFAS SMART SAVINGS PLAN

$4.2M · 225 participants

GALEHEAD DEVELOPMENT, LLC

GALEHEAD DEVELOPMENT, LLC 401(K) PLAN