Tuckahoe Holdings, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Tuckahoe Holdings, LLC (EIN 47-3268511) is a plan sponsor located in Richmond, VA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
47-3268511
Location
Richmond, VA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Tuckahoe Holdings, LLC

  • 2 loaded plans hold $17.1M in reported assets.
  • The largest, Tuckahoe Holdings 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 3,668 reported participants.
  • 1 of 2 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$16.9MSummed across loaded plans$16,937,670
Total reported assets$17.1M$17,091,943
Total reported participants3.7K3,668
Total reported liabilities$154.3K$154,273

Reported net position

Reported assets = net assets + liabilities (summed)$17.1M total assets
Net assets$16.9MLiabilities$154.3K
Contributions & income
Employer contributions$717.2K
Participant contributions$1.9M
Total income / additions$5.5M
Expenses & distributions
Benefits paid / distributions$1.6M
Total expenses$1.7M
Net increase / (decrease)$3.8M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation2 / 2 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Tuckahoe Holdings 401(K) Plan
Participants per plan1,834Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 2,485 participants · 2023
  2. 2
    Tuckahoe Holdings, LLC Employee Benefits Plannot reported in the loaded dataset
    Plan #501 · 1,183 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Tuckahoe Holdings, LLC. Open one for its full reported snapshot.

  1. 2023
    Tuckahoe Holdings 401(K) Plan2,485 participants · 2Sch HSch C
    View filing →
  2. 2023
    Tuckahoe Holdings, LLC Employee Benefits Plan1,183 participants · 2Sch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Tuckahoe Holdings, LLC report on Form 5500?
Tuckahoe Holdings, LLC (EIN 47-3268511) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Tuckahoe Holdings, LLC?
The Employer Identification Number (EIN) reported for Tuckahoe Holdings, LLC is 47-3268511.
What is the latest Form 5500 filing year for Tuckahoe Holdings, LLC?
The latest loaded Form 5500 filing year for Tuckahoe Holdings, LLC is 2023.

Related Form 5500 pages