Tarbell & Keystone 401(K) Profit Sharing Plan — Form 5500 plan (Tarbell & Brodich Professional Association)
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, Tarbell & Keystone 401(K) Profit Sharing Plan is a benefit plan reported by Tarbell & Brodich Professional Association under EIN 02-0457363 and plan number 001. The latest loaded filing year is 2023. The filing reports 256 participants and $4,276,382 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tarbell & Brodich Professional Association
- EIN
- 02-0457363
- Plan number
- 001
- Plan type
- 2
- Location
- Concord, NH
- Latest filing year
- 2023
- Participants
- 256
- End-of-year plan assets
- $4,276,382
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 256 | H, C | 20241015222537NAL0059914242001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,276,382
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,276,382
- Net assets (BOY)
- $3,647,879
Income & contributions
- Employer contributions
- $233,018
- Participant contributions
- $342,840
- Total contributions
- $630,194
- Total income / additions
- $1,268,803
Expenses & distributions
- Benefits paid
- $591,284
- Administrative expenses
- $49,016
- Total expenses
- $640,300
- Net increase / (decrease)
- $628,503
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bank Of New Hampshire | NONE | $24,577 | $0 | 2023 |
| Benefit Plan Admin Services, Inc. | NONE | $24,440 | $0 | 2023 |