Plan5500

Tate Engineering Systems, Inc. Retirement Savings Plan — Form 5500 plan (Tate Engineering Systems, 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 Engineering Systems, Inc. Retirement Savings Plan is a benefit plan reported by Tate Engineering Systems, Inc. under EIN 52-1642992 and plan number 002. The latest loaded filing year is 2023. The filing reports 177 participants and $10,258,571 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$10.3MPlan net assets, end of year$10,258,571
Participants177Covered participants reported
Assets / participant$58KComputed: assets ÷ participants$57,958 (computed)
Provider compensation$45K2 Schedule C provider row(s)$44,969
Plan sponsor
Tate Engineering Systems, Inc.
EIN
52-1642992
Plan number
002
Plan type
2
Location
Baltimore, MD
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    177 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$10.3M total assets
Net assets$10.3MLiabilities$0
Money in vs. money out
Total income / additions$2.3M
Total expenses$317.2K
Benefits paid / distributions$272.2K
Contributions
Employer$237K
Participant$842.2K
Full reported line items

Net assets

Total assets (EOY)
$10,258,571
Total liabilities (EOY)
$0
Net assets (EOY)
$10,258,571
Net assets (BOY)
$8,325,221

Income & contributions

Employer contributions
$236,987
Participant contributions
$842,197
Total contributions
$1,088,648
Total income / additions
$2,250,553

Expenses & distributions

Benefits paid
$272,237
Administrative expenses
$44,966
Total expenses
$317,203
Net increase / (decrease)
$1,933,350
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 22%Participant 78%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income12%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Nfp Retirement Inc.$25.2K
    INVESTMENT ADVISORY · Direct $25.2K · Indirect $8
  2. 2
    Principal Life Insurance Company$19.8K
    CONTRACT ADMINISTRATOR · Direct $19.8K · Indirect $0

Related Form 5500 pages