2023 Form 5500 filing — The Tuckey Companies Employee Benefit Plan 525
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 20240716131628NAL0002625089001) for The Tuckey Companies Employee Benefit Plan 525, reported by Tuckey Mechanical Services Inc under EIN 23-1696724 and plan number 525. It reports 34 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240716131628NAL0002625089001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tuckey Mechanical Services Inc
- EIN
- 23-1696724
- Plan number
- 525
- Location
- Carlisle, PA
- Participants
- 34
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,212
- Total liabilities (EOY)
- $67,609
- Net assets (EOY)
- -$63,397
- Employer contributions
- $234,885
- Participant contributions
- $121,140
- Total income / additions
- $356,311
- Benefits paid
- $261,079
- Administrative expenses
- $0
- Total expenses
- $419,708
- Net increase / (decrease)
- -$63,397
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Connections | BROKER | $11,502 | not reported in the loaded dataset |
| The Benecon Group | BROKER | $10,883 | not reported in the loaded dataset |
| Connectcare3 | PATIENT ADVOCATE | $2,326 | not reported in the loaded dataset |