2023 Form 5500 filing — Tippett Studio 401(K) Profit Sharing 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 20241015164331NAL0029147073001) for Tippett Studio 401(K) Profit Sharing Plan, reported by Tippett Studio, Inc. under EIN 94-3154061 and plan number 001. It reports 139 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015164331NAL0029147073001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tippett Studio, Inc.
- EIN
- 94-3154061
- Plan number
- 001
- Location
- Berkeley, CA
- Participants
- 139
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,335,494
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,335,494
- Participant contributions
- $234,309
- Total income / additions
- $2,230,940
- Benefits paid
- $1,363,889
- Administrative expenses
- $77,082
- Total expenses
- $1,458,194
- Net increase / (decrease)
- $772,746
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVIDE PROVIDER | $47,221 | $0 |
| Precept Advisory Group LLC | INVESTMENT ADVISORY | $29,861 | not reported in the loaded dataset |