Tab Products Co. Tax Deferred Savings Plan — Form 5500 plan (Tab Products Co., LLC)
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, Tab Products Co. Tax Deferred Savings Plan is a benefit plan reported by Tab Products Co., LLC under EIN 52-2390162 and plan number 001. The latest loaded filing year is 2023. The filing reports 158 participants and $14,747,157 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$14.7MPlan net assets, end of year$14,736,633
Participants158Covered participants reported
Assets / participant$93.3KComputed: assets ÷ participants$93,336 (computed)
Provider compensation$13K1 Schedule C provider row(s)$13,016
- Plan sponsor
- Tab Products Co., LLC
- EIN
- 52-2390162
- Plan number
- 001
- Plan type
- 2
- Location
- Mayville, WI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 158 | H, C | 20240826144754NAL0005531427001 |
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)$14.7M total assets
Net assets$14.7MLiabilities$10.5K
Full reported line items
Net assets
- Total assets (EOY)
- $14,747,157
- Total liabilities (EOY)
- $10,524
- Net assets (EOY)
- $14,736,633
- Net assets (BOY)
- $12,773,433
Income & contributions
- Employer contributions
- $63,501
- Participant contributions
- $460,489
- Total contributions
- $523,990
- Total income / additions
- $2,752,726
Expenses & distributions
- Benefits paid
- $768,864
- Administrative expenses
- $13,016
- Total expenses
- $789,526
- Net increase / (decrease)
- $1,963,200
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.
12%88%
Employer 12%Participant 88%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income28%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tri-Ad Actuaries, Inc | NONE | $13,016 | $0 | 2023 |