Tsay Federal Contracting Companies 401(K) Plan — Form 5500 plan (Tsay Federal Contracting Companies)
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, Tsay Federal Contracting Companies 401(K) Plan is a benefit plan reported by Tsay Federal Contracting Companies under EIN 27-0083965 and plan number 001. The latest loaded filing year is 2023. The filing reports 562 participants and $13,279,299 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tsay Federal Contracting Companies
- EIN
- 27-0083965
- Plan number
- 001
- Plan type
- 1
- Location
- Ohkay Owingeh, NM
- Latest filing year
- 2023
- Participants
- 562
- End-of-year plan assets
- $13,279,299
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 562 | H, C | 20241015135345NAL0028650865001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,279,299
- Total liabilities (EOY)
- $7,565
- Net assets (EOY)
- $13,271,734
- Net assets (BOY)
- $12,646,245
Income & contributions
- Employer contributions
- $891,777
- Participant contributions
- $395,088
- Total contributions
- $1,309,460
- Total income / additions
- $2,799,680
Expenses & distributions
- Benefits paid
- $2,091,918
- Administrative expenses
- $67,323
- Total expenses
- $2,174,191
- Net increase / (decrease)
- $625,489
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co. Of Am | RECORDKEEPER | $51,509 | $0 | 2023 |
| Us Bankcorp Investments Inc | BROKER/ADVISO R | $0 | $26,445 | 2023 |
| Pattison Pension Specialists, Inc. | CONTRACT ADMIN | $3,420 | $10,000 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $9,101 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tsay Federal Contracting Companies
- 2023 Form 5500 filing
- Form 5500 filings in NM
- 401(k) and benefit plan filings in Ohkay Owingeh, NM
- Empower Annuity Insurance Co. Of Am — Schedule C compensation
- Us Bankcorp Investments Inc — Schedule C compensation
- Pattison Pension Specialists, Inc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation