2023 Form 5500 filing — Tate Group 401k

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 20250324080604NAL0006803587001) for Tate Group 401k, reported by The Tate Group, Inc. under EIN 84-1857093 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20250324080604NAL0006803587001
Filing year
2023
Form type
2
Plan sponsor
The Tate Group, Inc.
EIN
84-1857093
Plan number
001
Location
Auburn, AL
Participants
1
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$691,950
Total liabilities (EOY)
$0
Net assets (EOY)
$691,950
Employer contributions
$0
Participant contributions
$0
Total income / additions
$206,818
Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$206,818
Schedule source
Schedule I

Related Form 5500 pages