Who sponsors the Taw 401(K) And Profit Sharing Plan?

Taw 401(K) And Profit Sharing Plan is reported as sponsored by Tampa Armature Works, Inc. (EIN 59-0474710, plan number 002) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Taw 401(K) And Profit Sharing Plan?

The latest Form 5500 filing year loaded for Taw 401(K) And Profit Sharing Plan is 2023.

How many participants does Taw 401(K) And Profit Sharing Plan report?

Taw 401(K) And Profit Sharing Plan reports 626 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Taw 401(K) And Profit Sharing Plan?

Taw 401(K) And Profit Sharing Plan reports $42,670,807 in end-of-year plan assets in its latest loaded Form 5500 filing.

Taw 401(K) And Profit Sharing Plan — Form 5500 plan (Tampa Armature Works, 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, Taw 401(K) And Profit Sharing Plan is a benefit plan reported by Tampa Armature Works, Inc. under EIN 59-0474710 and plan number 002. The latest loaded filing year is 2023. The filing reports 626 participants and $42,670,807 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor: Tampa Armature Works, Inc.
EIN: 59-0474710
Plan number: 002
Plan type: 2
Location: Riverview, FL
Latest filing year: 2023
Participants: 626
End-of-year plan assets: $42,670,807

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	626	H, C	20250224105515NAL0007231139001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY): $42,670,807
Total liabilities (EOY): $0
Net assets (EOY): $42,670,807
Net assets (BOY): $44,358,884

Income & contributions

Employer contributions: $486,219
Participant contributions: $2,427,656
Total contributions: $3,218,757
Total income / additions: $9,534,077

Expenses & distributions

Benefits paid: $11,155,774
Administrative expenses: $66,380
Total expenses: $11,222,154
Net increase / (decrease): -$1,688,077

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Captrust Financial Advisors	NONE	$30,033	not reported in the loaded dataset	2023
Oneamerica Retirement Services LLC	NONE	$28,014	not reported in the loaded dataset	2023
Kestra Advisors	NONE	$8,333	not reported in the loaded dataset	2023
Matrix Trust Company	NONE	$0	$0	2023