2023 Form 5500 filing — Tunnell Companies, L.P. 401(K) Profit Sharing 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 20241015055733NAL0015894755001) for Tunnell Companies, L.P. 401(K) Profit Sharing Plan, reported by Tunnell Companies, Lp under EIN 51-0262321 and plan number 001. It reports 301 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015055733NAL0015894755001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tunnell Companies, Lp
- EIN
- 51-0262321
- Plan number
- 001
- Location
- Long Neck, DE
- Participants
- 301
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,653,525
- Net assets (EOY)
- $19,653,525
- Employer contributions
- $769,700
- Participant contributions
- $1,015,340
- Total income / additions
- $4,349,627
- Benefits paid
- $688,360
- Administrative expenses
- $114,503
- Total expenses
- $802,863
- Net increase / (decrease)
- $3,546,764
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Inst Operation | RECORDKEEPER | $42,116 | not reported in the loaded dataset |
| Adkadios Wealth Advisors | INVESTMENT ADVISOR | $25,002 | not reported in the loaded dataset |
| Jefferson Urian Doane & Sterner, Pa | ACCOUNTANT | $19,450 | $0 |
| Lincoln Financial Advisors Corp | ADVISOR | $16,345 | not reported in the loaded dataset |
| Associatd Benefit Planners, Ltd. | CONTRACT ADMINISTRATOR | $11,590 | not reported in the loaded dataset |