2023 Form 5500 filing — Tabitha Employee 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 20241025133657NAL0000153139001) for Tabitha Employee 401(K) Plan, reported by Tabitha, Inc. under EIN 47-0377998 and plan number 001. It reports 1,048 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241025133657NAL0000153139001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tabitha, Inc.
- EIN
- 47-0377998
- Plan number
- 001
- Location
- Lincoln, NE
- Participants
- 1,048
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,652,648
- Total liabilities (EOY)
- $42,512
- Net assets (EOY)
- $25,610,136
- Employer contributions
- $682,597
- Participant contributions
- $2,540,012
- Total income / additions
- $7,581,647
- Benefits paid
- $2,791,191
- Administrative expenses
- $189,764
- Total expenses
- $2,982,157
- Net increase / (decrease)
- $4,599,490
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Union Bank & Trust Company | NONE | $153,764 | $0 |
| D.A. Davidson & Co. | NONE | $36,000 | $0 |
| Matrix Clearence And Settlement | NONE | $0 | $0 |