2023 Form 5500 filing — Tampa Bay Banking 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 20250211102936NAL0033883680001) for Tampa Bay Banking Company 401(K) Plan, reported by Tampa Bay Banking Company under EIN 59-2775258 and plan number 002. It reports 405 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250211102936NAL0033883680001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tampa Bay Banking Company
- EIN
- 59-2775258
- Plan number
- 002
- Location
- Tampa, FL
- Participants
- 405
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,108,977
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,108,977
- Employer contributions
- $771,100
- Participant contributions
- $2,178,515
- Total income / additions
- $7,690,938
- Benefits paid
- $3,024,559
- Administrative expenses
- $71,959
- Total expenses
- $3,123,030
- Net increase / (decrease)
- $4,567,908
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners LLC Dba Captr | INVESTMENT ADVISOR | $37,410 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $33,348 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,004 | not reported in the loaded dataset |