2023 Form 5500 filing — Tee Bar Corporation 401k Profit Sharing Plan & Trust
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 20241010131455NAL0011493491001) for Tee Bar Corporation 401k Profit Sharing Plan & Trust, reported by Tee Bar Corporation under EIN 14-1437138 and plan number 001. It reports 156 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010131455NAL0011493491001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tee Bar Corporation
- EIN
- 14-1437138
- Plan number
- 001
- Location
- Highland, NY
- Participants
- 156
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,085,735
- Total liabilities (EOY)
- $2,994
- Net assets (EOY)
- $3,082,741
- Employer contributions
- $100,000
- Participant contributions
- $108,481
- Total income / additions
- $521,171
- Benefits paid
- $150,614
- Administrative expenses
- $22,903
- Total expenses
- $173,517
- Net increase / (decrease)
- $347,654
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Clearing Services, LLC | INVESTMENT ADVISORY-PLAN | $68,396 | not reported in the loaded dataset |
| Wells Fargo | BROKERAGE HOUSE | $17,306 | not reported in the loaded dataset |
| Transamerica Financial Life Insuran | RECORDKEEPER | $4,913 | $0 |