2023 Form 5500 filing — Tucci & Sons, Inc. 401(K) Profit Sharing Plan And Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240612122812NAL0013807075001) for Tucci & Sons, Inc. 401(K) Profit Sharing Plan And Trust, reported by Tucci & Sons, Inc. under EIN 91-0534168 and plan number 001. It reports 59 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240612122812NAL0013807075001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tucci & Sons, Inc.
- EIN
- 91-0534168
- Plan number
- 001
- Location
- Tacoma, WA
- Participants
- 59
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,782,662
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,782,662
- Employer contributions
- $458,330
- Participant contributions
- $251,394
- Total income / additions
- $3,986,511
- Benefits paid
- $950,497
- Administrative expenses
- $66,099
- Total expenses
- $1,016,596
- Net increase / (decrease)
- $2,969,915
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $43,647 | $0 |
| Empower Annuity Insurance Company | RECORDKEEPER | $22,083 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,175 | $0 |
| Spectrum Pension Consultants | CONTRACT ADMIN | $480 | $0 |