Tampa Bay Banking Company Employee Stock Ownership Plan — Form 5500 plan (Tampa Bay Banking Company)
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, Tampa Bay Banking Company Employee Stock Ownership Plan is a benefit plan reported by Tampa Bay Banking Company under EIN 59-2775258 and plan number 001. The latest loaded filing year is 2023. The filing reports 384 participants and $15,967,698 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tampa Bay Banking Company
- EIN
- 59-2775258
- Plan number
- 001
- Plan type
- 2
- Location
- Tampa, FL
- Latest filing year
- 2023
- Participants
- 384
- End-of-year plan assets
- $15,967,698
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 384 | H, C | 20250114082957NAL0019769169001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,967,698
- Total liabilities (EOY)
- $584
- Net assets (EOY)
- $15,967,114
- Net assets (BOY)
- $21,249,978
Income & contributions
- Employer contributions
- $700,000
- Total contributions
- $700,000
- Total income / additions
- -$1,844,908
Expenses & distributions
- Benefits paid
- $3,425,803
- Administrative expenses
- $12,153
- Total expenses
- $3,437,956
- Net increase / (decrease)
- -$5,282,864
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transition Finance Strategies | NONE | $12,153 | not reported in the loaded dataset | 2023 |