Tunnell Companies, L.P. 401(K) Profit Sharing Plan — Form 5500 plan (Tunnell Companies, Lp)
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, Tunnell Companies, L.P. 401(K) Profit Sharing Plan is a benefit plan reported by Tunnell Companies, Lp under EIN 51-0262321 and plan number 001. The latest loaded filing year is 2023. The filing reports 301 participants and $19,653,525 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tunnell Companies, Lp
- EIN
- 51-0262321
- Plan number
- 001
- Plan type
- 2
- Location
- Long Neck, DE
- Latest filing year
- 2023
- Participants
- 301
- End-of-year plan assets
- $19,653,525
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 301 | H, C | 20241015055733NAL0015894755001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,653,525
- Net assets (EOY)
- $19,653,525
- Net assets (BOY)
- $16,106,761
Income & contributions
- Employer contributions
- $769,700
- Participant contributions
- $1,015,340
- Total contributions
- $1,800,154
- Total income / additions
- $4,349,627
Expenses & distributions
- Benefits paid
- $688,360
- Administrative expenses
- $114,503
- Total expenses
- $802,863
- Net increase / (decrease)
- $3,546,764
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Inst Operation | RECORDKEEPER | $42,116 | not reported in the loaded dataset | 2023 |
| Adkadios Wealth Advisors | INVESTMENT ADVISOR | $25,002 | not reported in the loaded dataset | 2023 |
| Jefferson Urian Doane & Sterner, Pa | ACCOUNTANT | $19,450 | $0 | 2023 |
| Lincoln Financial Advisors Corp | ADVISOR | $16,345 | not reported in the loaded dataset | 2023 |
| Associatd Benefit Planners, Ltd. | CONTRACT ADMINISTRATOR | $11,590 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tunnell Companies, Lp
- 2023 Form 5500 filing
- Form 5500 filings in DE
- 401(k) and benefit plan filings in Long Neck, DE
- Fidelity Investments Inst Operation — Schedule C compensation
- Adkadios Wealth Advisors — Schedule C compensation
- Jefferson Urian Doane & Sterner, Pa — Schedule C compensation
- Lincoln Financial Advisors Corp — Schedule C compensation
- Associatd Benefit Planners, Ltd. — Schedule C compensation