2023 Form 5500 filing — Tate Ornamental 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 20241009123622NAL0019175009001) for Tate Ornamental 401(K) Plan, reported by Tate Ornamental, Inc. under EIN 62-1578663 and plan number 001. It reports 175 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009123622NAL0019175009001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tate Ornamental, Inc.
- EIN
- 62-1578663
- Plan number
- 001
- Location
- White House, TN
- Participants
- 175
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,087,266
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,087,266
- Employer contributions
- $260,704
- Participant contributions
- $411,410
- Total income / additions
- $1,573,377
- Benefits paid
- $740,252
- Administrative expenses
- $49,120
- Total expenses
- $795,752
- Net increase / (decrease)
- $777,625
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward D. Jones & Co., L.P. | REGISTERED INVESTMENT AD | $18,462 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | RECORDKEEPER | $3,237 | $0 |
| Wilshire Associate Inc (Usa) | REGISTERED INVESTMENT AD | $1,055 | not reported in the loaded dataset |