2023 Form 5500 filing — Tab Products Co. Tax Deferred Savings 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 20240826144754NAL0005531427001) for Tab Products Co. Tax Deferred Savings Plan, reported by Tab Products Co., LLC under EIN 52-2390162 and plan number 001. It reports 158 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$14.7MReported net assets$14,736,633
Participants158
Provider compensation$13K1 Schedule C row(s)$13,016
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240826144754NAL0005531427001
- Plan sponsor
- Tab Products Co., LLC
- EIN
- 52-2390162
- Plan number
- 001
- Location
- Mayville, WI
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$14.7M total assets
Net assets$14.7MLiabilities$10.5K
Full reported line items
- Total assets (EOY)
- $14,747,157
- Total liabilities (EOY)
- $10,524
- Net assets (EOY)
- $14,736,633
- Employer contributions
- $63,501
- Participant contributions
- $460,489
- Total income / additions
- $2,752,726
- Benefits paid
- $768,864
- Administrative expenses
- $13,016
- Total expenses
- $789,526
- Net increase / (decrease)
- $1,963,200
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tri-Ad Actuaries, Inc | NONE | $13,016 | $0 |