Tug Hill, Inc. 401(K) Plan — Form 5500 plan (Tug Hill 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, Tug Hill, Inc. 401(K) Plan is a benefit plan reported by Tug Hill Inc under EIN 26-2056245 and plan number 001. The latest loaded filing year is 2023. The filing reports 188 participants and $17,143,874 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tug Hill Inc
EIN
26-2056245
Plan number
001
Plan type
2
Location
Ft. Worth, TX
Latest filing year
2023
Participants
188
End-of-year plan assets
$17,143,874

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023188H, C20241014161347NAL0015272499001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,143,874
Total liabilities (EOY)
$0
Net assets (EOY)
$17,143,874
Net assets (BOY)
$17,635,410

Income & contributions

Employer contributions
$1,152,744
Participant contributions
$2,101,545
Total contributions
$3,305,264
Total income / additions
$6,036,968

Expenses & distributions

Benefits paid
$6,489,284
Administrative expenses
$39,220
Total expenses
$6,528,504
Net increase / (decrease)
-$491,536

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$24,054$02023
Empower Advisory Group,LLCINVESTMENT MGMT$9,707not reported in the loaded dataset2023
Beasley & CompanyCONTRACT ADMIN$4,990not reported in the loaded dataset2023

Related Form 5500 pages