T & A Supply Company, Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (T & A Supply Company, 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, T & A Supply Company, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by T & A Supply Company, Inc. under EIN 91-0718794 and plan number 001. The latest loaded filing year is 2023. The filing reports 443 participants and $33,674,821 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
T & A Supply Company, Inc.
EIN
91-0718794
Plan number
001
Plan type
2
Location
Kent, WA
Latest filing year
2023
Participants
443
End-of-year plan assets
$33,674,821

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023443H, C20241015174247NAL0029284817001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$33,674,821
Total liabilities (EOY)
$0
Net assets (EOY)
$33,674,821
Net assets (BOY)
$29,248,465

Income & contributions

Employer contributions
$488,299
Participant contributions
$2,122,271
Total contributions
$2,644,492
Total income / additions
$6,359,519

Expenses & distributions

Benefits paid
$1,878,210
Administrative expenses
$4,326
Total expenses
$1,933,163
Net increase / (decrease)
$4,426,356

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley Smith BarneyADVISOR$0$66,4292023
Fidelity Investments InstitutionalRECORDKEEPER$4,326$02023

Related Form 5500 pages