2023 Form 5500 filing — Tavistock 401(K) 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 20240723121901NAL0011251985001) for Tavistock 401(K) Plan, reported by Tavistock Corporation under EIN 59-2117458 and plan number 002. It reports 1,032 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240723121901NAL0011251985001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Tavistock Corporation
- EIN
- 59-2117458
- Plan number
- 002
- Location
- Windermere, FL
- Participants
- 1,032
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,439,981
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,439,981
- Employer contributions
- $735,654
- Participant contributions
- $3,765,103
- Total income / additions
- $10,283,630
- Benefits paid
- $2,957,111
- Administrative expenses
- $132,426
- Total expenses
- $3,096,109
- Net increase / (decrease)
- $7,187,521
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $67,570 | $0 |
| Cbiz Retirement Plan Services | CONSULTANT | $22,715 | not reported in the loaded dataset |
| Resources Investment Advisors LLC | ADVISOR | $19,303 | not reported in the loaded dataset |
| Forusall Advisors LLC | ADVISOR | $10,143 | not reported in the loaded dataset |
| Richey, May & Co, Llp | ACCOUNTANT/AUDITOR | $9,300 | not reported in the loaded dataset |