Tampa Bay Banking Company 401(K) 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 401(K) Plan is a benefit plan reported by Tampa Bay Banking Company under EIN 59-2775258 and plan number 002. The latest loaded filing year is 2023. The filing reports 405 participants and $29,108,977 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
- 002
- Plan type
- 2
- Location
- Tampa, FL
- Latest filing year
- 2023
- Participants
- 405
- End-of-year plan assets
- $29,108,977
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 405 | H, C | 20250211102936NAL0033883680001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,108,977
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,108,977
- Net assets (BOY)
- $24,541,069
Income & contributions
- Employer contributions
- $771,100
- Participant contributions
- $2,178,515
- Total contributions
- $3,459,702
- Total income / additions
- $7,690,938
Expenses & distributions
- Benefits paid
- $3,024,559
- Administrative expenses
- $71,959
- Total expenses
- $3,123,030
- Net increase / (decrease)
- $4,567,908
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners LLC Dba Captr | INVESTMENT ADVISOR | $37,410 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $33,348 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,004 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tampa Bay Banking Company
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Tampa, FL
- Capfinancial Partners LLC Dba Captr — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation