Plan5500

The Tuckey Companies Employee Benefit Plan 525 — Form 5500 plan (Tuckey Mechanical Services 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, The Tuckey Companies Employee Benefit Plan 525 is a benefit plan reported by Tuckey Mechanical Services Inc under EIN 23-1696724 and plan number 525. The latest loaded filing year is 2023. The filing reports 34 participants and $4,212 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tuckey Mechanical Services Inc
EIN
23-1696724
Plan number
525
Plan type
2
Location
Carlisle, PA
Latest filing year
2023
Participants
34
End-of-year plan assets
$4,212

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202334I, C20240716131628NAL0002625089001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$4,212
Total liabilities (EOY)
$67,609
Net assets (EOY)
-$63,397
Net assets (BOY)
$0

Income & contributions

Employer contributions
$234,885
Participant contributions
$121,140
Total income / additions
$356,311

Expenses & distributions

Benefits paid
$261,079
Administrative expenses
$0
Total expenses
$419,708
Net increase / (decrease)
-$63,397

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Benefit ConnectionsBROKER$11,502not reported in the loaded dataset2023
The Benecon GroupBROKER$10,883not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$2,326not reported in the loaded dataset2023

Related Form 5500 pages