2023 Form 5500 filing — Tda Research, Inc. Retirement 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 20240626170738NAL0005837763001) for Tda Research, Inc. Retirement Plan, reported by Tda Research, Inc. under EIN 84-1043375 and plan number 001. It reports 132 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240626170738NAL0005837763001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tda Research, Inc.
- EIN
- 84-1043375
- Plan number
- 001
- Location
- Wheat Ridge, CO
- Participants
- 132
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,940,200
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,940,200
- Employer contributions
- $803,285
- Participant contributions
- $1,158,408
- Total income / additions
- $8,120,979
- Benefits paid
- $1,267,824
- Administrative expenses
- -$495
- Total expenses
- $1,269,454
- Net increase / (decrease)
- $6,851,525
- Schedule source
- Schedule I