2023 Form 5500 filing — Tarbell & Keystone 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 20241015222537NAL0059914242001) for Tarbell & Keystone 401(K) Profit Sharing Plan, reported by Tarbell & Brodich Professional Association under EIN 02-0457363 and plan number 001. It reports 256 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015222537NAL0059914242001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tarbell & Brodich Professional Association
- EIN
- 02-0457363
- Plan number
- 001
- Location
- Concord, NH
- Participants
- 256
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,276,382
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,276,382
- Employer contributions
- $233,018
- Participant contributions
- $342,840
- Total income / additions
- $1,268,803
- Benefits paid
- $591,284
- Administrative expenses
- $49,016
- Total expenses
- $640,300
- Net increase / (decrease)
- $628,503
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bank Of New Hampshire | NONE | $24,577 | $0 |
| Benefit Plan Admin Services, Inc. | NONE | $24,440 | $0 |