Tis Insurance Services, Inc. 401(K) Profit Sharing — Form 5500 plan (Tis Insurance Services, 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, Tis Insurance Services, Inc. 401(K) Profit Sharing is a benefit plan reported by Tis Insurance Services, Inc. under EIN 62-0426847 and plan number 001. The latest loaded filing year is 2023. The filing reports 127 participants and $19,455,953 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tis Insurance Services, Inc.
- EIN
- 62-0426847
- Plan number
- 001
- Plan type
- 2
- Location
- Knoxville, TN
- Latest filing year
- 2023
- Participants
- 127
- End-of-year plan assets
- $19,455,953
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 127 | H, C | 20241011102153NAL0021663313001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,455,953
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,455,953
- Net assets (BOY)
- $18,023,648
Income & contributions
- Employer contributions
- $262,599
- Participant contributions
- $589,421
- Total contributions
- $852,020
- Total income / additions
- $3,516,554
Expenses & distributions
- Benefits paid
- $1,991,398
- Administrative expenses
- $92,851
- Total expenses
- $2,084,249
- Net increase / (decrease)
- $1,432,305
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Advisors LLC | INVESTMENT ADVISOR | $18,889 | not reported in the loaded dataset | 2023 |
| Tennessee Pension Administrators | CONTRACT ADMIN | $16,268 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $1,275 | $0 | 2023 |
| Clayton Bank And Trust | OTHER | $453 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tis Insurance Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Knoxville, TN
- Wells Fargo Advisors LLC — Schedule C compensation
- Tennessee Pension Administrators — Schedule C compensation
- Capital Group Retirement Plan Servi — Schedule C compensation
- Clayton Bank And Trust — Schedule C compensation