2023 Form 5500 filing — Tucker Paving, 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 20241219093942NAL0004269249001) for Tucker Paving, Inc. 401(K) Plan, reported by Tucker Paving, Inc. under EIN 59-3315987 and plan number 001. It reports 147 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241219093942NAL0004269249001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tucker Paving, Inc.
- EIN
- 59-3315987
- Plan number
- 001
- Location
- Winter Haven, FL
- Participants
- 147
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,443,470
- Net assets (EOY)
- $3,443,470
- Employer contributions
- $73,734
- Participant contributions
- $236,202
- Total income / additions
- $829,099
- Benefits paid
- $163,502
- Administrative expenses
- $35,476
- Total expenses
- $198,978
- Net increase / (decrease)
- $630,121
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $15,313 | $0 |
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $13,578 | $0 |
| Martin, Martin, Randall & Assoc. | CONTRACT ADMIN | $5,860 | $3,017 |