Tam International, Inc. 401(K) Plan — Form 5500 plan (Tam International, 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, Tam International, Inc. 401(K) Plan is a benefit plan reported by Tam International, Inc. under EIN 74-1604281 and plan number 002. The latest loaded filing year is 2023. The filing reports 254 participants and $21,815,364 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$21.8MPlan net assets, end of year$21,815,364
Participants254Covered participants reported
Assets / participant$85.9KComputed: assets ÷ participants$85,887 (computed)
Provider compensation$39K4 Schedule C provider row(s)$39,046
- Plan sponsor
- Tam International, Inc.
- EIN
- 74-1604281
- Plan number
- 002
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 254 | H, C | 20240924150450NAL0024053970001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$21.8M total assets
Net assets$21.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $21,815,364
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,815,364
- Net assets (BOY)
- $19,080,966
Income & contributions
- Employer contributions
- $215,040
- Participant contributions
- $776,254
- Total contributions
- $1,011,469
- Total income / additions
- $3,161,374
Expenses & distributions
- Benefits paid
- $219,405
- Administrative expenses
- $39,046
- Total expenses
- $426,976
- Net increase / (decrease)
- $2,734,398
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
22%78%
Employer 22%Participant 78%
Total expenses ÷ net assets2%Computed ratio
Benefits paid ÷ total income7%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Creative Planning LLC | INVESTMENT ADVISOR | $28,116 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $10,920 | $0 | 2023 |
| Gwfs Equities Inc | OTHER | $10 | not reported in the loaded dataset | 2023 |
| Gwfs Equities Inc | SHAREHOLDER SERVICES | $0 | $0 | 2023 |