2023 Form 5500 filing — Tweet-Garot Mechanical, Inc. 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 20240903112100NAL0010526419001) for Tweet-Garot Mechanical, Inc. 401(K) Plan, reported by Tweet-Garot Mechanical, Inc. under EIN 39-1194275 and plan number 002. It reports 127 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240903112100NAL0010526419001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tweet-Garot Mechanical, Inc.
- EIN
- 39-1194275
- Plan number
- 002
- Location
- Depere, WI
- Participants
- 127
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,016,352
- Net assets (EOY)
- $14,016,352
- Employer contributions
- $320,614
- Participant contributions
- $949,809
- Total income / additions
- $3,690,226
- Benefits paid
- $7,112,343
- Administrative expenses
- $40,785
- Total expenses
- $7,153,166
- Net increase / (decrease)
- -$3,462,940
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Associated Trust Company | NONE | $35,504 | $0 |
| The Vanguard Group, Inc. | NONE | $5,281 | $0 |