2023 Form 5500 filing — Tam International, Inc. 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 20240924150450NAL0024053970001) for Tam International, Inc. 401(K) Plan, reported by Tam International, Inc. under EIN 74-1604281 and plan number 002. It reports 254 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$21.8MReported net assets$21,815,364
Participants254
Provider compensation$39K4 Schedule C row(s)$39,046
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240924150450NAL0024053970001
- Plan sponsor
- Tam International, Inc.
- EIN
- 74-1604281
- Plan number
- 002
- Location
- Houston, TX
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$21.8M total assets
Net assets$21.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $21,815,364
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,815,364
- Employer contributions
- $215,040
- Participant contributions
- $776,254
- Total income / additions
- $3,161,374
- Benefits paid
- $219,405
- Administrative expenses
- $39,046
- Total expenses
- $426,976
- Net increase / (decrease)
- $2,734,398
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning LLC | INVESTMENT ADVISOR | $28,116 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $10,920 | $0 |
| Gwfs Equities Inc | OTHER | $10 | not reported in the loaded dataset |
| Gwfs Equities Inc | SHAREHOLDER SERVICES | $0 | $0 |