Tavistock 401(K) Plan — Form 5500 plan (Tavistock Corporation)
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, Tavistock 401(K) Plan is a benefit plan reported by Tavistock Corporation under EIN 59-2117458 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,032 participants and $35,439,981 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tavistock Corporation
- EIN
- 59-2117458
- Plan number
- 002
- Plan type
- 3
- Location
- Windermere, FL
- Latest filing year
- 2023
- Participants
- 1,032
- End-of-year plan assets
- $35,439,981
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,032 | H, C | 20240723121901NAL0011251985001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,439,981
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,439,981
- Net assets (BOY)
- $28,372,545
Income & contributions
- Employer contributions
- $735,654
- Participant contributions
- $3,765,103
- Total contributions
- $5,244,175
- Total income / additions
- $10,283,630
Expenses & distributions
- Benefits paid
- $2,957,111
- Administrative expenses
- $132,426
- Total expenses
- $3,096,109
- Net increase / (decrease)
- $7,187,521
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $67,570 | $0 | 2023 |
| Cbiz Retirement Plan Services | CONSULTANT | $22,715 | not reported in the loaded dataset | 2023 |
| Resources Investment Advisors LLC | ADVISOR | $19,303 | not reported in the loaded dataset | 2023 |
| Forusall Advisors LLC | ADVISOR | $10,143 | not reported in the loaded dataset | 2023 |
| Richey, May & Co, Llp | ACCOUNTANT/AUDITOR | $9,300 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tavistock Corporation
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Windermere, FL
- Fidelity Investments Institutional — Schedule C compensation
- Cbiz Retirement Plan Services — Schedule C compensation
- Resources Investment Advisors LLC — Schedule C compensation
- Forusall Advisors LLC — Schedule C compensation
- Richey, May & Co, Llp — Schedule C compensation