Tate Access Floors, Inc. Retirement Savings Plan — Form 5500 plan (Tate Access Floors, 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, Tate Access Floors, Inc. Retirement Savings Plan is a benefit plan reported by Tate Access Floors, Inc. under EIN 52-0781996 and plan number 001. The latest loaded filing year is 2023. The filing reports 345 participants and $36,165,967 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tate Access Floors, Inc.
EIN
52-0781996
Plan number
001
Plan type
2
Location
Jessup, MD
Latest filing year
2023
Participants
345
End-of-year plan assets
$36,165,967

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023345H, C20241015082748NAL0055198338001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$36,165,967
Total liabilities (EOY)
$0
Net assets (EOY)
$36,165,967
Net assets (BOY)
$30,774,171

Income & contributions

Employer contributions
$887,017
Participant contributions
$1,717,765
Total contributions
$2,654,155
Total income / additions
$7,466,415

Expenses & distributions

Benefits paid
$1,999,761
Administrative expenses
$70,112
Total expenses
$2,074,619
Net increase / (decrease)
$5,391,796

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$36,386$02023
Greenspring Advisors, LLCINVESTMENT/FINANCIAL ADVI$21,726$02023
Weyrich, Cronin, & Sorra, LLCACCOUNTANT$12,000$02023

Related Form 5500 pages