Plan5500

Tates Rents, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Tates Rents, Inc. (EIN 82-0467137) is a plan sponsor located in Boise, ID with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
82-0467137
Location
Boise, ID
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Tates Rents, Inc.

  • 2 loaded plans hold $24.4M in reported assets.
  • The largest, Tates Rents, Inc. Employee Stock Ownership Plan And Trust, holds 100% of this company's reported plan assets.
  • Plans cover 257 reported participants.
  • 1 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$18MSummed across loaded plans$17,982,467
Total reported assets$24.4M$24,376,000
Total reported participants257
Total reported liabilities$6.4M$6,393,533

Reported net position

Reported assets = net assets + liabilities (summed)$24.4M total assets
Net assets$18MLiabilities$6.4M
Contributions & income
Employer contributions$326.4K
Participant contributions$0
Total income / additions$13.1M
Expenses & distributions
Benefits paid / distributions$43.7K
Total expenses$130K
Net increase / (decrease)$12.9M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Tates Rents, Inc. Employee Stock Ownership Plan And Trust
Participants per plan129Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Tates Rents, Inc. Employee Stock Ownership Plan And Trust$24.4M
    Plan #002 · 134 participants · 2023
  2. 2
    Tates Rents Welfare Benefits Plannot reported in the loaded dataset
    Plan #501 · 123 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Tates Rents, Inc.. Open one for its full reported snapshot.

  1. 2023
    Tates Rents Welfare Benefits Plan123 participants · 2No schedules
    View filing →
  2. 2023
    Tates Rents, Inc. Employee Stock Ownership Plan And Trust134 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Tates Rents, Inc. report on Form 5500?
Tates Rents, Inc. (EIN 82-0467137) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Tates Rents, Inc.?
The Employer Identification Number (EIN) reported for Tates Rents, Inc. is 82-0467137.
What is the latest Form 5500 filing year for Tates Rents, Inc.?
The latest loaded Form 5500 filing year for Tates Rents, Inc. is 2023.

Related Form 5500 pages