2023 Form 5500 filing — Tucker Arensberg, P.C. Retirement 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 20250811095741NAL0009921536001) for Tucker Arensberg, P.C. Retirement Plan, reported by Tucker Arensberg Pc under EIN 25-1425735 and plan number 001. It reports 221 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)$61MReported net assets$61,034,356
Participants221
Provider compensation$22K3 Schedule C row(s)$22,000
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250811095741NAL0009921536001
Plan sponsor
Tucker Arensberg Pc
EIN
25-1425735
Plan number
001
Location
Pittsburgh, PA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$61M total assets
Net assets$61MLiabilities$0
Money in vs. money out
Total income / additions$16.4M
Total expenses$5.4M
Benefits paid / distributions$5.3M
Contributions
Employer$674.3K
Participant$1.5M
Full reported line items
Total assets (EOY)
$61,034,356
Total liabilities (EOY)
$0
Net assets (EOY)
$61,034,356
Employer contributions
$674,274
Participant contributions
$1,461,780
Total income / additions
$16,351,578
Benefits paid
$5,329,056
Administrative expenses
$31,769
Total expenses
$5,360,825
Net increase / (decrease)
$10,990,753
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    AUDITOR · Direct $10K
  2. 2
    CONSULTANT · Direct $6K
  3. 3
    CONSULTANT · Direct $6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250811095741NAL0009921536001 cover?
It is the 2023 Form 5500 filing for Tucker Arensberg, P.C. Retirement Plan, reported by Tucker Arensberg Pc (EIN 25-1425735).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages