Tucker 401(K) Profit Sharing Plan — Form 5500 plan (Tucker Company Worldwide, Inc.)

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, Tucker 401(K) Profit Sharing Plan is a benefit plan reported by Tucker Company Worldwide, Inc. under EIN 22-1951093 and plan number 002. The latest loaded filing year is 2023. The filing reports 89 participants and $5,080,232 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$5.1MPlan net assets, end of year$5,080,232
Participants89Covered participants reported
Assets / participant$57.1KComputed: assets ÷ participants$57,081 (computed)
Provider compensationNone reported
Plan sponsor
Tucker Company Worldwide, Inc.
EIN
22-1951093
Plan number
002
Plan type
2
Location
Haddonfield, NJ
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202389I20241015170130NAL0015129891001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$5.1M total assets
Net assets$5.1MLiabilities
Money in vs. money out
Total income / additions$1.3M
Total expenses$339.7K
Benefits paid / distributions$309.7K
Contributions
Employer$180.8K
Participant$361.5K
Full reported line items

Net assets

Total assets (EOY)
$5,080,232
Net assets (EOY)
$5,080,232
Net assets (BOY)
$4,130,637

Income & contributions

Employer contributions
$180,776
Participant contributions
$361,505
Total income / additions
$1,289,320

Expenses & distributions

Benefits paid
$309,680
Administrative expenses
$30,045
Total expenses
$339,725
Net increase / (decrease)
$949,595
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 33%Participant 67%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income24%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages