Dooley Tackaberry, Inc. Employees' Savings Plan — Form 5500 plan (Dooley Tackaberry, 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, Dooley Tackaberry, Inc. Employees' Savings Plan is a benefit plan reported by Dooley Tackaberry, Inc. under EIN 74-0596427 and plan number 001. The latest loaded filing year is 2023. The filing reports 105 participants and $9,432,439 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dooley Tackaberry, Inc.
- EIN
- 74-0596427
- Plan number
- 001
- Plan type
- 2
- Location
- Deer Park, TX
- Latest filing year
- 2023
- Participants
- 105
- End-of-year plan assets
- $9,432,439
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 105 | H, C | 20240830051427NAL0031444738001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,432,439
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,432,439
- Net assets (BOY)
- $8,942,269
Income & contributions
- Participant contributions
- $387,991
- Total contributions
- $387,991
- Total income / additions
- $1,618,620
Expenses & distributions
- Benefits paid
- $1,050,607
- Administrative expenses
- $64,514
- Total expenses
- $1,128,450
- Net increase / (decrease)
- $490,170
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fiduciary Consulting Group, Inc | INDEPENDENT FIDUCIARY | $28,355 | $0 | 2023 |
| Raymond James Financial Service | INVESTMENT/FINANCIAL ADVI | $23,238 | $0 | 2023 |
| Melton & Melton Llp | AUDITOR | $10,200 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $2,721 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dooley Tackaberry, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Deer Park, TX
- Fiduciary Consulting Group, Inc — Schedule C compensation
- Raymond James Financial Service — Schedule C compensation
- Melton & Melton Llp — Schedule C compensation
- Adp, Inc. — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation