2023 Form 5500 filing — Tubelitedenco 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 20250313164620NAL0020997937001) for Tubelitedenco 401(K) Profit Sharing Plan, reported by Tubelite Enterprises LLC under EIN 84-2410409 and plan number 333. It reports 339 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250313164620NAL0020997937001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tubelite Enterprises LLC
- EIN
- 84-2410409
- Plan number
- 333
- Location
- Longmont, CO
- Participants
- 339
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $772,869
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $772,869
- Employer contributions
- $129,452
- Participant contributions
- $808,890
- Total income / additions
- $2,371,880
- Benefits paid
- $10,612,173
- Administrative expenses
- $62,771
- Total expenses
- $10,676,580
- Net increase / (decrease)
- -$8,304,700
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $17,129 | $0 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $16,004 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $13,960 | $0 |
| Purvis, Gray And Company, Llp | ACCOUNTANT/AUDITOR | $11,000 | not reported in the loaded dataset |