2023 Form 5500 filing — Tait Re & E Co. 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240425062319NAL0025686466001) for Tait Re & E Co. 401(K) Plan, reported by Tait Re & E Co. under EIN 87-1423958 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240425062319NAL0025686466001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tait Re & E Co.
- EIN
- 87-1423958
- Plan number
- 001
- Location
- Woodstock, GA
- Participants
- 1
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,155,179
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,155,179
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- -$11,651
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $40
- Net increase / (decrease)
- -$11,691
- Schedule source
- Schedule I