Plan5500

Tarter Gate Company 401(K) Plan — Form 5500 plan (Tarter Management)

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, Tarter Gate Company 401(K) Plan is a benefit plan reported by Tarter Management under EIN 61-0662270 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,066 participants and $11,405,980 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tarter Management
EIN
61-0662270
Plan number
001
Plan type
2
Location
Dunnville, KY
Latest filing year
2023
Participants
1,066
End-of-year plan assets
$11,405,980

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,066H, C20241011094617NAL0021616337001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,405,980
Total liabilities (EOY)
$0
Net assets (EOY)
$11,405,980
Net assets (BOY)
$12,046,447

Income & contributions

Employer contributions
$262,572
Participant contributions
$729,008
Total contributions
$991,580
Total income / additions
$2,860,250

Expenses & distributions

Benefits paid
$3,391,698
Administrative expenses
$41,365
Total expenses
$3,500,717
Net increase / (decrease)
-$640,467

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Hardy Reed, LLCADVISOR RIA$17,010not reported in the loaded dataset2023
John Hancock UsaRECORDKEEPER$12,877not reported in the loaded dataset2023
Benefits Administrators, LLCTPA$11,748not reported in the loaded dataset2023

Related Form 5500 pages