Tweet-Garot Mechanical, Inc. 401(K) Plan — Form 5500 plan (Tweet-Garot Mechanical, 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, Tweet-Garot Mechanical, Inc. 401(K) Plan is a benefit plan reported by Tweet-Garot Mechanical, Inc. under EIN 39-1194275 and plan number 002. The latest loaded filing year is 2023. The filing reports 127 participants and $14,016,352 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tweet-Garot Mechanical, Inc.
EIN
39-1194275
Plan number
002
Plan type
2
Location
Depere, WI
Latest filing year
2023
Participants
127
End-of-year plan assets
$14,016,352

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023127H, C20240903112100NAL0010526419001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,016,352
Net assets (EOY)
$14,016,352
Net assets (BOY)
$17,479,292

Income & contributions

Employer contributions
$320,614
Participant contributions
$949,809
Total contributions
$1,270,423
Total income / additions
$3,690,226

Expenses & distributions

Benefits paid
$7,112,343
Administrative expenses
$40,785
Total expenses
$7,153,166
Net increase / (decrease)
-$3,462,940

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Associated Trust CompanyNONE$35,504$02023
The Vanguard Group, Inc.NONE$5,281$02023

Related Form 5500 pages