Tarbell Management Group, LLC Employee Savings Plan — Form 5500 plan (Tarbell Management Group, LLC)
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, Tarbell Management Group, LLC Employee Savings Plan is a benefit plan reported by Tarbell Management Group, LLC under EIN 27-3567818 and plan number 002. The latest loaded filing year is 2023. The filing reports 232 participants and $3,859,657 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tarbell Management Group, LLC
- EIN
- 27-3567818
- Plan number
- 002
- Plan type
- 2
- Location
- Hogansburg, NY
- Latest filing year
- 2023
- Participants
- 232
- End-of-year plan assets
- $3,859,657
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 232 | H, C | 20240919141814NAL0003616003001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,859,657
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,859,657
- Net assets (BOY)
- $3,007,957
Income & contributions
- Employer contributions
- $200,858
- Participant contributions
- $368,058
- Total contributions
- $588,342
- Total income / additions
- $1,018,244
Expenses & distributions
- Benefits paid
- $121,052
- Administrative expenses
- $26,213
- Total expenses
- $166,544
- Net increase / (decrease)
- $851,700
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Commonwealth Financial Network | INVESTMENT ADVISOR | $13,092 | not reported in the loaded dataset | 2023 |
| Valiant Retire Inc. | RECORDKEEPER | $6,424 | $0 | 2023 |
| Transamerica Financial Life Insuran | RECORDKEEPER | $2,388 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tarbell Management Group, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Hogansburg, NY
- Commonwealth Financial Network — Schedule C compensation
- Valiant Retire Inc. — Schedule C compensation
- Transamerica Financial Life Insuran — Schedule C compensation