Tipton, Marler, Garner & Chastain 401(K) Plan — Form 5500 plan (Tipton, Marler, Garner & Chastain)
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, Tipton, Marler, Garner & Chastain 401(K) Plan is a benefit plan reported by Tipton, Marler, Garner & Chastain under EIN 20-1217629 and plan number 001. The latest loaded filing year is 2023. The filing reports 34 participants and $3,997,582 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tipton, Marler, Garner & Chastain
- EIN
- 20-1217629
- Plan number
- 001
- Plan type
- 2
- Location
- Panama City, FL
- Latest filing year
- 2023
- Participants
- 34
- End-of-year plan assets
- $3,997,582
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 34 | I | 20241015180149NAL0029326369001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,997,582
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,997,582
- Net assets (BOY)
- $4,199,178
Income & contributions
- Employer contributions
- $37,687
- Participant contributions
- $98,753
- Total income / additions
- $822,036
Expenses & distributions
- Benefits paid
- $1,023,432
- Administrative expenses
- $200
- Total expenses
- $1,023,632
- Net increase / (decrease)
- -$201,596
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.