Tampa Bay Banking Company 401(K) Plan — Form 5500 plan (Tampa Bay Banking Company)
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, Tampa Bay Banking Company 401(K) Plan is a benefit plan reported by Tampa Bay Banking Company under EIN 59-2775258 and plan number 002. The latest loaded filing year is 2023. The filing reports 405 participants and $29,108,977 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$29.1MPlan net assets, end of year$29,108,977
Participants405Covered participants reported
Assets / participant$71.9KComputed: assets ÷ participants$71,874 (computed)
Provider compensation$74.8K3 Schedule C provider row(s)$74,762
- Plan sponsor
- Tampa Bay Banking Company
- EIN
- 59-2775258
- Plan number
- 002
- Plan type
- 2
- Location
- Tampa, FL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 405 | H, C | 20250211102936NAL0033883680001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$29.1M total assets
Net assets$29.1MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $29,108,977
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,108,977
- Net assets (BOY)
- $24,541,069
Income & contributions
- Employer contributions
- $771,100
- Participant contributions
- $2,178,515
- Total contributions
- $3,459,702
- Total income / additions
- $7,690,938
Expenses & distributions
- Benefits paid
- $3,024,559
- Administrative expenses
- $71,959
- Total expenses
- $3,123,030
- Net increase / (decrease)
- $4,567,908
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
26%74%
Employer 26%Participant 74%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income39%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners LLC Dba Captr | INVESTMENT ADVISOR | $37,410 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $33,348 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,004 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tampa Bay Banking Company
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Tampa, FL
- Capfinancial Partners LLC Dba Captr — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation