2023 Form 5500 filing — Take2 Consulting, LLC 401(K) Ret
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 20240920050810NAL0012311648001) for Take2 Consulting, LLC 401(K) Ret, reported by Take2 Consulting, LLC under EIN 47-2507011 and plan number 001. It reports 599 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920050810NAL0012311648001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Take2 Consulting, LLC
- EIN
- 47-2507011
- Plan number
- 001
- Location
- Vienna, VA
- Participants
- 599
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,608,684
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,608,684
- Employer contributions
- $297,730
- Participant contributions
- $3,063,651
- Total income / additions
- $6,477,980
- Benefits paid
- $1,625,451
- Administrative expenses
- $14,701
- Total expenses
- $1,660,494
- Net increase / (decrease)
- $4,817,486
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $14,700 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |
| Cetera Advisors | ADVISOR | $0 | $0 |