2023 Form 5500 filing — Task Force Tips, LLC 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 20240906124628NAL0000704403001) for Task Force Tips, LLC 401(K) & Profit Sharing Plan, reported by Task Force Tips, LLC under EIN 35-1187949 and plan number 001. It reports 293 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240906124628NAL0000704403001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Task Force Tips, LLC
- EIN
- 35-1187949
- Plan number
- 001
- Location
- Valparaiso, IN
- Participants
- 293
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,685,256
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,685,256
- Employer contributions
- $710,450
- Participant contributions
- $1,347,583
- Total income / additions
- $7,238,252
- Benefits paid
- $1,924,439
- Administrative expenses
- $107,352
- Total expenses
- $2,041,927
- Net increase / (decrease)
- $5,196,325
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners LLC | ADVISOR | $40,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $36,636 | $0 |
| Cliftonlarsonallen Llp | ACCOUNTANT/AUDITOR | $19,451 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $11,265 | not reported in the loaded dataset |