Plan5500

Tippett Studio 401(K) Profit Sharing Plan — Form 5500 plan (Tippett Studio, 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, Tippett Studio 401(K) Profit Sharing Plan is a benefit plan reported by Tippett Studio, Inc. under EIN 94-3154061 and plan number 001. The latest loaded filing year is 2023. The filing reports 139 participants and $12,335,494 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tippett Studio, Inc.
EIN
94-3154061
Plan number
001
Plan type
2
Location
Berkeley, CA
Latest filing year
2023
Participants
139
End-of-year plan assets
$12,335,494

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023139H, C20241015164331NAL0029147073001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,335,494
Total liabilities (EOY)
$0
Net assets (EOY)
$12,335,494
Net assets (BOY)
$11,562,748

Income & contributions

Participant contributions
$234,309
Total contributions
$234,309
Total income / additions
$2,230,940

Expenses & distributions

Benefits paid
$1,363,889
Administrative expenses
$77,082
Total expenses
$1,458,194
Net increase / (decrease)
$772,746

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVIDE PROVIDER$47,221$02023
Precept Advisory Group LLCINVESTMENT ADVISORY$29,861not reported in the loaded dataset2023

Related Form 5500 pages