2023 Form 5500 filing — Tsay Federal Contracting Companies 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 20241015135345NAL0028650865001) for Tsay Federal Contracting Companies 401(K) Plan, reported by Tsay Federal Contracting Companies under EIN 27-0083965 and plan number 001. It reports 562 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015135345NAL0028650865001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Tsay Federal Contracting Companies
- EIN
- 27-0083965
- Plan number
- 001
- Location
- Ohkay Owingeh, NM
- Participants
- 562
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,279,299
- Total liabilities (EOY)
- $7,565
- Net assets (EOY)
- $13,271,734
- Employer contributions
- $891,777
- Participant contributions
- $395,088
- Total income / additions
- $2,799,680
- Benefits paid
- $2,091,918
- Administrative expenses
- $67,323
- Total expenses
- $2,174,191
- Net increase / (decrease)
- $625,489
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co. Of Am | RECORDKEEPER | $51,509 | $0 |
| Us Bankcorp Investments Inc | BROKER/ADVISO R | $0 | $26,445 |
| Pattison Pension Specialists, Inc. | CONTRACT ADMIN | $3,420 | $10,000 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $9,101 | $0 |