2023 Form 5500 filing — Tipperary Sales, Inc. Profit Sharing Plan
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 20240719124638NAL0006820753001) for Tipperary Sales, Inc. Profit Sharing Plan, reported by Tipperary Sales, Inc. under EIN 58-1933151 and plan number 001. It reports 169 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240719124638NAL0006820753001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tipperary Sales, Inc.
- EIN
- 58-1933151
- Plan number
- 001
- Location
- Evans, GA
- Participants
- 169
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,881,859
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,881,859
- Employer contributions
- $955,711
- Participant contributions
- $556,442
- Total income / additions
- $3,167,888
- Benefits paid
- $1,135,137
- Administrative expenses
- $80,614
- Total expenses
- $1,215,751
- Net increase / (decrease)
- $1,952,137
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $80,613 | $0 |
| Cherry Bekaert Wealth Management Ll | INVESTMENT ADVISORY | $0 | $35,168 |
| Choreo, LLC | INVESTMENT ADVISORY | $0 | $12,777 |