Tambe Electric 401(K) Plan — Form 5500 plan (Tambe Electric, 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, Tambe Electric 401(K) Plan is a benefit plan reported by Tambe Electric, Inc. under EIN 16-1011476 and plan number 001. The latest loaded filing year is 2023. The filing reports 141 participants and $11,984,328 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tambe Electric, Inc.
EIN
16-1011476
Plan number
001
Plan type
2
Location
Victor, NY
Latest filing year
2023
Participants
141
End-of-year plan assets
$11,984,328

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023141H, C20240822075016NAL0002926627001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,984,328
Total liabilities (EOY)
$0
Net assets (EOY)
$11,984,328
Net assets (BOY)
$10,107,540

Income & contributions

Employer contributions
$92,080
Participant contributions
$663,150
Total contributions
$755,230
Total income / additions
$2,486,384

Expenses & distributions

Benefits paid
$572,135
Administrative expenses
$37,461
Total expenses
$609,596
Net increase / (decrease)
$1,876,788

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley Smith Barney LLCINVESTMENT ADVISOR$26,303not reported in the loaded dataset2023
Jaufman & Centola, P.C.ACCOUNTANT/AUDITOR$9,550not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$1,608$02023

Related Form 5500 pages