Tier 1 Performance Solutions Employee Stock Ownership Plan — Form 5500 plan (Tier1 Impact Pbc, 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, Tier 1 Performance Solutions Employee Stock Ownership Plan is a benefit plan reported by Tier1 Impact Pbc, Inc. under EIN 81-0917710 and plan number 002. The latest loaded filing year is 2023. The filing reports 343 participants and $53,121,178 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tier1 Impact Pbc, Inc.
- EIN
- 81-0917710
- Plan number
- 002
- Plan type
- 2
- Location
- Covington, KY
- Latest filing year
- 2023
- Participants
- 343
- End-of-year plan assets
- $53,121,178
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 343 | H | 20241003104004NAL0009738097001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $53,121,178
- Total liabilities (EOY)
- $7,512,507
- Net assets (EOY)
- $45,608,671
- Net assets (BOY)
- $42,179,181
Income & contributions
- Employer contributions
- $687,670
- Total contributions
- $687,670
- Total income / additions
- $3,582,388
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $152,898
- Net increase / (decrease)
- $3,429,490
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.