2023 Form 5500 filing — Tapper'S Fine Jewelry, Inc. 401(K) Profit Sharing 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 20240903120059NAL0010543459001) for Tapper'S Fine Jewelry, Inc. 401(K) Profit Sharing Plan, reported by Tapper'S Fine Jewelry, Inc. under EIN 38-2149120 and plan number 001. It reports 165 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240903120059NAL0010543459001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tapper'S Fine Jewelry, Inc.
- EIN
- 38-2149120
- Plan number
- 001
- Location
- West Bloomfield, MI
- Participants
- 165
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,718,677
- Net assets (EOY)
- $8,718,677
- Employer contributions
- $94,844
- Participant contributions
- $674,662
- Total income / additions
- $2,021,387
- Benefits paid
- $1,338,461
- Administrative expenses
- $51,716
- Total expenses
- $1,390,177
- Net increase / (decrease)
- $631,210
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $47,423 | $0 |
| Securities America, Inc. | BROKER/ADVISO R | $0 | $22,105 |
| Great Lakes Pension Associates, Inc | THIRD PARTY ADMINISTRATO | $0 | $8,228 |
| Leafhouse Financial Advisors, LLC | OTHER | $4,115 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT. | $3,783 | $0 |
| Morningstar, Inc. | OTHER | $1,648 | $0 |