2023 Form 5500 filing — Taw 401(K) And 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 20250224105515NAL0007231139001) for Taw 401(K) And Profit Sharing Plan, reported by Tampa Armature Works, Inc. under EIN 59-0474710 and plan number 002. It reports 626 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250224105515NAL0007231139001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tampa Armature Works, Inc.
- EIN
- 59-0474710
- Plan number
- 002
- Location
- Riverview, FL
- Participants
- 626
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,670,807
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,670,807
- Employer contributions
- $486,219
- Participant contributions
- $2,427,656
- Total income / additions
- $9,534,077
- Benefits paid
- $11,155,774
- Administrative expenses
- $66,380
- Total expenses
- $11,222,154
- Net increase / (decrease)
- -$1,688,077
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Captrust Financial Advisors | NONE | $30,033 | not reported in the loaded dataset |
| Oneamerica Retirement Services LLC | NONE | $28,014 | not reported in the loaded dataset |
| Kestra Advisors | NONE | $8,333 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |