Tabitha Employee 401(K) Plan — Form 5500 plan (Tabitha, 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, Tabitha Employee 401(K) Plan is a benefit plan reported by Tabitha, Inc. under EIN 47-0377998 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,048 participants and $25,652,648 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tabitha, Inc.
EIN
47-0377998
Plan number
001
Plan type
2
Location
Lincoln, NE
Latest filing year
2023
Participants
1,048
End-of-year plan assets
$25,652,648

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,048H, C20241025133657NAL0000153139001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,652,648
Total liabilities (EOY)
$42,512
Net assets (EOY)
$25,610,136
Net assets (BOY)
$21,010,646

Income & contributions

Employer contributions
$682,597
Participant contributions
$2,540,012
Total contributions
$3,986,339
Total income / additions
$7,581,647

Expenses & distributions

Benefits paid
$2,791,191
Administrative expenses
$189,764
Total expenses
$2,982,157
Net increase / (decrease)
$4,599,490

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Union Bank & Trust CompanyNONE$153,764$02023
D.A. Davidson & Co.NONE$36,000$02023
Matrix Clearence And SettlementNONE$0$02023

Related Form 5500 pages