Take2 Consulting, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Take2 Consulting, LLC (EIN 47-2507011) is a plan sponsor located in Vienna, VA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
47-2507011
Location
Vienna, VA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$11,608,684
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$11,608,684

Contributions & income

Employer contributions
$297,730
Participant contributions
$3,063,651
Total income / additions
$6,477,980

Expenses & distributions

Benefits paid / distributions
$1,625,451
Total expenses
$1,660,494
Net increase / (decrease)
$4,817,486

Coverage

Total reported participants
1,161
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Take2 Consulting, LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Take2 Consulting, LLC 401(K) Ret001599$11,608,6842023
Take2 Consulting, LLC Wrap Benefit Plan501562not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Take2 Consulting, LLC
YearPlanParticipantsSchedulesFiling
2023Take2 Consulting, LLC 401(K) Ret599H, C20240920050810NAL0012311648001
2023Take2 Consulting, LLC Wrap Benefit Plan56220250115211728NAL0022280273001

Related Form 5500 pages