2023 Form 5500 filing — Tampa Bay Banking Company 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 20250211102936NAL0033883680001) for Tampa Bay Banking Company 401(K) Plan, reported by Tampa Bay Banking Company under EIN 59-2775258 and plan number 002. It reports 405 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$29.1MReported net assets$29,108,977
Participants405
Provider compensation$74.8K3 Schedule C row(s)$74,762
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250211102936NAL0033883680001
- Plan sponsor
- Tampa Bay Banking Company
- EIN
- 59-2775258
- Plan number
- 002
- Location
- Tampa, FL
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$29.1M total assets
Net assets$29.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $29,108,977
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,108,977
- Employer contributions
- $771,100
- Participant contributions
- $2,178,515
- Total income / additions
- $7,690,938
- Benefits paid
- $3,024,559
- Administrative expenses
- $71,959
- Total expenses
- $3,123,030
- Net increase / (decrease)
- $4,567,908
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners LLC Dba Captr | INVESTMENT ADVISOR | $37,410 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $33,348 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,004 | not reported in the loaded dataset |