2023 Form 5500 filing — Tarter Gate Company 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 20241011094617NAL0021616337001) for Tarter Gate Company 401(K) Plan, reported by Tarter Management under EIN 61-0662270 and plan number 001. It reports 1,066 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011094617NAL0021616337001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tarter Management
- EIN
- 61-0662270
- Plan number
- 001
- Location
- Dunnville, KY
- Participants
- 1,066
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,405,980
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,405,980
- Employer contributions
- $262,572
- Participant contributions
- $729,008
- Total income / additions
- $2,860,250
- Benefits paid
- $3,391,698
- Administrative expenses
- $41,365
- Total expenses
- $3,500,717
- Net increase / (decrease)
- -$640,467
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hardy Reed, LLC | ADVISOR RIA | $17,010 | not reported in the loaded dataset |
| John Hancock Usa | RECORDKEEPER | $12,877 | not reported in the loaded dataset |
| Benefits Administrators, LLC | TPA | $11,748 | not reported in the loaded dataset |