Tee Bar Corporation 401k Profit Sharing Plan & Trust — Form 5500 plan (Tee Bar Corporation)
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, Tee Bar Corporation 401k Profit Sharing Plan & Trust is a benefit plan reported by Tee Bar Corporation under EIN 14-1437138 and plan number 001. The latest loaded filing year is 2023. The filing reports 156 participants and $3,085,735 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tee Bar Corporation
- EIN
- 14-1437138
- Plan number
- 001
- Plan type
- 2
- Location
- Highland, NY
- Latest filing year
- 2023
- Participants
- 156
- End-of-year plan assets
- $3,085,735
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 156 | H, C | 20241010131455NAL0011493491001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,085,735
- Total liabilities (EOY)
- $2,994
- Net assets (EOY)
- $3,082,741
- Net assets (BOY)
- $2,735,087
Income & contributions
- Employer contributions
- $100,000
- Participant contributions
- $108,481
- Total contributions
- $208,481
- Total income / additions
- $521,171
Expenses & distributions
- Benefits paid
- $150,614
- Administrative expenses
- $22,903
- Total expenses
- $173,517
- Net increase / (decrease)
- $347,654
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Clearing Services, LLC | INVESTMENT ADVISORY-PLAN | $68,396 | not reported in the loaded dataset | 2023 |
| Wells Fargo | BROKERAGE HOUSE | $17,306 | not reported in the loaded dataset | 2023 |
| Transamerica Financial Life Insuran | RECORDKEEPER | $4,913 | $0 | 2023 |