2023 Form 5500 filing — Tucker 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 20241015170130NAL0015129891001) for Tucker 401(K) Profit Sharing Plan, reported by Tucker Company Worldwide, Inc. under EIN 22-1951093 and plan number 002. It reports 89 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.1MReported net assets$5,080,232
Participants89
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241015170130NAL0015129891001
Plan sponsor
Tucker Company Worldwide, Inc.
EIN
22-1951093
Plan number
002
Location
Haddonfield, NJ
Received date
not reported in the loaded dataset
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$5.1M total assets
Net assets$5.1MLiabilities
Money in vs. money out
Total income / additions$1.3M
Total expenses$339.7K
Benefits paid / distributions$309.7K
Contributions
Employer$180.8K
Participant$361.5K
Full reported line items
Total assets (EOY)
$5,080,232
Net assets (EOY)
$5,080,232
Employer contributions
$180,776
Participant contributions
$361,505
Total income / additions
$1,289,320
Benefits paid
$309,680
Administrative expenses
$30,045
Total expenses
$339,725
Net increase / (decrease)
$949,595

Related Form 5500 pages