Tipperary Sales, Inc. Profit Sharing Plan — Form 5500 plan (Tipperary Sales, 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, Tipperary Sales, Inc. Profit Sharing Plan is a benefit plan reported by Tipperary Sales, Inc. under EIN 58-1933151 and plan number 001. The latest loaded filing year is 2023. The filing reports 169 participants and $10,881,859 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tipperary Sales, Inc.
EIN
58-1933151
Plan number
001
Plan type
2
Location
Evans, GA
Latest filing year
2023
Participants
169
End-of-year plan assets
$10,881,859

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023169H, C20240719124638NAL0006820753001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,881,859
Total liabilities (EOY)
$0
Net assets (EOY)
$10,881,859
Net assets (BOY)
$8,929,722

Income & contributions

Employer contributions
$955,711
Participant contributions
$556,442
Total contributions
$1,512,153
Total income / additions
$3,167,888

Expenses & distributions

Benefits paid
$1,135,137
Administrative expenses
$80,614
Total expenses
$1,215,751
Net increase / (decrease)
$1,952,137

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$80,613$02023
Cherry Bekaert Wealth Management LlINVESTMENT ADVISORY$0$35,1682023
Choreo, LLCINVESTMENT ADVISORY$0$12,7772023

Related Form 5500 pages