Tate Ornamental, Inc. — 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, Tate Ornamental, Inc. (EIN 62-1578663) is a plan sponsor located in White House, TN 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
62-1578663
Location
White House, TN
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$6,087,266
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$6,087,266

Contributions & income

Employer contributions
$260,704
Participant contributions
$411,410
Total income / additions
$1,573,377

Expenses & distributions

Benefits paid / distributions
$740,252
Total expenses
$795,752
Net increase / (decrease)
$777,625

Coverage

Total reported participants
386
Plans with financial statements
1
Plans with provider compensation
1

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.

Largest loaded plans by reported assets

Tate Ornamental, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Tate Ornamental 401(K) Plan001175$6,087,2662023
Tate Ornamental, Inc. Health And Welfare Benefit Plan501211not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Tate Ornamental, Inc.
YearPlanParticipantsSchedulesFiling
2023Tate Ornamental 401(K) Plan175H, C20241009123622NAL0019175009001
2023Tate Ornamental, Inc. Health And Welfare Benefit Plan21120250203143600NAL0013230130001

Related Form 5500 pages