Plan5500

Tater Holdings Inc. — 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, Tater Holdings Inc. (EIN 86-2004872) is a plan sponsor located in Burley, ID with 1 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
86-2004872
Location
Burley, ID
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.2MSummed across loaded plans$1,159,831
Total reported assets$1.2M$1,159,831
Total reported participants238
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$1.2M total assets
Net assets$1.2MLiabilities—
Contributions & income
Employer contributions$218.8K
Participant contributions$401.3K
Total income / additions$878.1K
Expenses & distributions
Benefits paid / distributions$8.5K
Total expenses$19.6K
Net increase / (decrease)$858.5K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Tater Holdings 401(K) Plan
Participants per plan119Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Tater Holdings 401(K) Plan$1.2M
    Plan #001 · 128 participants · 2023
  2. 2
    Tater Inc Health & Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 110 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Tater Holdings Inc.
YearPlanParticipantsSchedulesFiling
2023Tater Inc Health & Welfare Benefit Plan110—20240731130555NAL0021519105001
2023Tater Holdings 401(K) Plan128H, C20241004133239NAL0012271457001

Related Form 5500 pages