Famous Tate Electric Company 401(K) Savings & Retirement Plan — Form 5500 plan (Famous Tate)
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, Famous Tate Electric Company 401(K) Savings & Retirement Plan is a benefit plan reported by Famous Tate under EIN 59-2045478 and plan number 002. The latest loaded filing year is 2023. The filing reports 333 participants and $10,849,818 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Famous Tate
- EIN
- 59-2045478
- Plan number
- 002
- Plan type
- 2
- Location
- Tampa, FL
- Latest filing year
- 2023
- Participants
- 333
- End-of-year plan assets
- $10,849,818
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 333 | H, C | 20250818125221NAL0001257041001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,849,818
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,849,818
- Net assets (BOY)
- $10,160,055
Income & contributions
- Employer contributions
- $308,136
- Participant contributions
- $900,827
- Total contributions
- $1,208,963
- Total income / additions
- $2,666,014
Expenses & distributions
- Benefits paid
- $1,919,634
- Administrative expenses
- $26,327
- Total expenses
- $1,976,251
- Net increase / (decrease)
- $689,763
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Code Waechter LLC | INVESTMENT ADVISOR | $25,222 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $10,300 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,105 | not reported in the loaded dataset | 2023 |