Tighe & Bond, Inc. Deferred Profit Sharing And 401(K) Retirement Plan And Trust — Form 5500 plan (Tighe & Bond, 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, Tighe & Bond, Inc. Deferred Profit Sharing And 401(K) Retirement Plan And Trust is a benefit plan reported by Tighe & Bond, Inc. under EIN 04-2821431 and plan number 001. The latest loaded filing year is 2023. The filing reports 617 participants and $151,945,807 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tighe & Bond, Inc.
EIN
04-2821431
Plan number
001
Plan type
2
Location
Westfield, MA
Latest filing year
2023
Participants
617
End-of-year plan assets
$151,945,807

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023617H, C20240730121234NAL0011802627001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$151,945,807
Total liabilities (EOY)
$0
Net assets (EOY)
$151,945,807
Net assets (BOY)
$125,305,795

Income & contributions

Employer contributions
$3,545,098
Participant contributions
$5,472,645
Total contributions
$10,566,225
Total income / additions
$36,093,779

Expenses & distributions

Benefits paid
$9,487,490
Administrative expenses
$83,175
Total expenses
$9,570,665
Net increase / (decrease)
$26,523,114

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$28,536not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$85,360$02023

Related Form 5500 pages