Tucker Paving, Inc. 401(K) Plan — Form 5500 plan (Tucker Paving, 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, Tucker Paving, Inc. 401(K) Plan is a benefit plan reported by Tucker Paving, Inc. under EIN 59-3315987 and plan number 001. The latest loaded filing year is 2023. The filing reports 147 participants and $3,443,470 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tucker Paving, Inc.
- EIN
- 59-3315987
- Plan number
- 001
- Plan type
- 2
- Location
- Winter Haven, FL
- Latest filing year
- 2023
- Participants
- 147
- End-of-year plan assets
- $3,443,470
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 147 | H, C | 20241219093942NAL0004269249001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,443,470
- Net assets (EOY)
- $3,443,470
- Net assets (BOY)
- $2,813,349
Income & contributions
- Employer contributions
- $73,734
- Participant contributions
- $236,202
- Total contributions
- $342,333
- Total income / additions
- $829,099
Expenses & distributions
- Benefits paid
- $163,502
- Administrative expenses
- $35,476
- Total expenses
- $198,978
- Net increase / (decrease)
- $630,121
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $15,313 | $0 | 2023 |
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $13,578 | $0 | 2023 |
| Martin, Martin, Randall & Assoc. | CONTRACT ADMIN | $5,860 | $3,017 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tucker Paving, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Winter Haven, FL
- Empower Annuity Insurance Company — Schedule C compensation
- Ubs Financial Services Inc — Schedule C compensation
- Martin, Martin, Randall & Assoc. — Schedule C compensation