2023 Form 5500 filing — Tis Insurance Services, Inc. 401(K) Profit Sharing
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 20241011102153NAL0021663313001) for Tis Insurance Services, Inc. 401(K) Profit Sharing, reported by Tis Insurance Services, Inc. under EIN 62-0426847 and plan number 001. It reports 127 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011102153NAL0021663313001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tis Insurance Services, Inc.
- EIN
- 62-0426847
- Plan number
- 001
- Location
- Knoxville, TN
- Participants
- 127
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,455,953
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,455,953
- Employer contributions
- $262,599
- Participant contributions
- $589,421
- Total income / additions
- $3,516,554
- Benefits paid
- $1,991,398
- Administrative expenses
- $92,851
- Total expenses
- $2,084,249
- Net increase / (decrease)
- $1,432,305
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Advisors LLC | INVESTMENT ADVISOR | $18,889 | not reported in the loaded dataset |
| Tennessee Pension Administrators | CONTRACT ADMIN | $16,268 | not reported in the loaded dataset |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $1,275 | $0 |
| Clayton Bank And Trust | OTHER | $453 | not reported in the loaded dataset |