Tuba Group, Inc. 401 (K) Plan — Form 5500 plan (Tuba Group, Inc)

Plain-English plan 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, Tuba Group, Inc. 401 (K) Plan is a benefit plan reported by Tuba Group, Inc under EIN 01-0591747 and plan number 001. The latest loaded filing year is 2023. The filing reports 153 participants and $3,138,953 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$3.1MPlan net assets, end of year$3,138,953
Participants153Covered participants reported
Assets / participant$20.5KComputed: assets ÷ participants$20,516 (computed)
Provider compensation$13.6K3 Schedule C provider row(s)$13,586
Plan sponsor
Tuba Group, Inc
EIN
01-0591747
Plan number
001
Plan type
2
Location
Vienna, VA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    153 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$3.1M total assets
Net assets$3.1MLiabilities$0
Money in vs. money out
Total income / additions$968.6K
Total expenses$808.5K
Benefits paid / distributions$784.8K
Contributions
Employer$117.7K
Participant$368.3K
Full reported line items

Net assets

Total assets (EOY)
$3,138,953
Total liabilities (EOY)
$0
Net assets (EOY)
$3,138,953
Net assets (BOY)
$2,978,834

Income & contributions

Employer contributions
$117,671
Participant contributions
$368,270
Total contributions
$496,240
Total income / additions
$968,593

Expenses & distributions

Benefits paid
$784,796
Administrative expenses
$13,587
Total expenses
$808,474
Net increase / (decrease)
$160,119
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 24%Participant 76%
Total expenses ÷ net assets26%Computed ratio
Benefits paid ÷ total income81%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Adp, Inc.$13.6K
    RECORD KEEPER · Direct $13.6K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $0 · Indirect $0
  3. 3
    ADVISOR · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Tuba Group, Inc. 401 (K) Plan?
Tuba Group, Inc. 401 (K) Plan is reported as sponsored by Tuba Group, Inc (EIN 01-0591747, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Tuba Group, Inc. 401 (K) Plan?
The latest Form 5500 filing year loaded for Tuba Group, Inc. 401 (K) Plan is 2023.
How many participants does Tuba Group, Inc. 401 (K) Plan report?
Tuba Group, Inc. 401 (K) Plan reports 153 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Tuba Group, Inc. 401 (K) Plan?
Tuba Group, Inc. 401 (K) Plan reports $3,138,953 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages