2023 Form 5500 filing — Tambe Electric 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240822075016NAL0002926627001) for Tambe Electric 401(K) Plan, reported by Tambe Electric, Inc. under EIN 16-1011476 and plan number 001. It reports 141 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240822075016NAL0002926627001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tambe Electric, Inc.
- EIN
- 16-1011476
- Plan number
- 001
- Location
- Victor, NY
- Participants
- 141
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,984,328
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,984,328
- Employer contributions
- $92,080
- Participant contributions
- $663,150
- Total income / additions
- $2,486,384
- Benefits paid
- $572,135
- Administrative expenses
- $37,461
- Total expenses
- $609,596
- Net increase / (decrease)
- $1,876,788
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $26,303 | not reported in the loaded dataset |
| Jaufman & Centola, P.C. | ACCOUNTANT/AUDITOR | $9,550 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $1,608 | $0 |