Plan5500

Tingue, Brown & Co. 401(K) Plan — Form 5500 plan (Tingue, Brown & Co.)

Plain-English plan 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, Tingue, Brown & Co. 401(K) Plan is a benefit plan reported by Tingue, Brown & Co. under EIN 13-1734394 and plan number 002. The latest loaded filing year is 2023. The filing reports 161 participants and $16,426,137 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tingue, Brown & Co.
EIN
13-1734394
Plan number
002
Plan type
2
Location
Peachtree City, GA
Latest filing year
2023
Participants
161
End-of-year plan assets
$16,426,137

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023161H, C20241011135420NAL0010990883001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,426,137
Total liabilities (EOY)
$0
Net assets (EOY)
$16,426,137
Net assets (BOY)
$13,264,167

Income & contributions

Employer contributions
$315,385
Participant contributions
$886,360
Total contributions
$1,275,454
Total income / additions
$3,591,699

Expenses & distributions

Benefits paid
$372,564
Administrative expenses
$57,165
Total expenses
$429,729
Net increase / (decrease)
$3,161,970

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Raymond JamesINVESTMENT ADVISOR$25,000not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$24,960$02023
Wiss & Company, LlpAUDITOR$6,750not reported in the loaded dataset2023

Related Form 5500 pages