Tate Ornamental 401(K) Plan — Form 5500 plan (Tate Ornamental, 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, Tate Ornamental 401(K) Plan is a benefit plan reported by Tate Ornamental, Inc. under EIN 62-1578663 and plan number 001. The latest loaded filing year is 2023. The filing reports 175 participants and $6,087,266 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tate Ornamental, Inc.
- EIN
- 62-1578663
- Plan number
- 001
- Plan type
- 2
- Location
- White House, TN
- Latest filing year
- 2023
- Participants
- 175
- End-of-year plan assets
- $6,087,266
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 175 | H, C | 20241009123622NAL0019175009001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,087,266
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,087,266
- Net assets (BOY)
- $5,309,641
Income & contributions
- Employer contributions
- $260,704
- Participant contributions
- $411,410
- Total contributions
- $761,057
- Total income / additions
- $1,573,377
Expenses & distributions
- Benefits paid
- $740,252
- Administrative expenses
- $49,120
- Total expenses
- $795,752
- Net increase / (decrease)
- $777,625
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward D. Jones & Co., L.P. | REGISTERED INVESTMENT AD | $18,462 | not reported in the loaded dataset | 2023 |
| John Hancock Life Insurance Company | RECORDKEEPER | $3,237 | $0 | 2023 |
| Wilshire Associate Inc (Usa) | REGISTERED INVESTMENT AD | $1,055 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tate Ornamental, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in White House, TN
- Edward D. Jones & Co., L.P. — Schedule C compensation
- John Hancock Life Insurance Company — Schedule C compensation
- Wilshire Associate Inc (Usa) — Schedule C compensation