Tucci & Sons, Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Tucci & Sons, 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, Tucci & Sons, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Tucci & Sons, Inc. under EIN 91-0534168 and plan number 001. The latest loaded filing year is 2023. The filing reports 59 participants and $19,782,662 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tucci & Sons, Inc.
- EIN
- 91-0534168
- Plan number
- 001
- Plan type
- 2
- Location
- Tacoma, WA
- Latest filing year
- 2023
- Participants
- 59
- End-of-year plan assets
- $19,782,662
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 59 | I, C | 20240612122812NAL0013807075001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $19,782,662
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,782,662
- Net assets (BOY)
- $16,812,747
Income & contributions
- Employer contributions
- $458,330
- Participant contributions
- $251,394
- Total income / additions
- $3,986,511
Expenses & distributions
- Benefits paid
- $950,497
- Administrative expenses
- $66,099
- Total expenses
- $1,016,596
- Net increase / (decrease)
- $2,969,915
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $43,647 | $0 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $22,083 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,175 | $0 | 2023 |
| Spectrum Pension Consultants | CONTRACT ADMIN | $480 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tucci & Sons, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Tacoma, WA
- Ubs Financial Services Inc — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Spectrum Pension Consultants — Schedule C compensation