2023 Form 5500 filing — Tacony Corporation 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 20240920140934NAL0007933841001) for Tacony Corporation Retirement Plan, reported by Tacony Corporation under EIN 43-0742269 and plan number 002. It reports 473 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920140934NAL0007933841001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tacony Corporation
- EIN
- 43-0742269
- Plan number
- 002
- Location
- Fenton, MO
- Participants
- 473
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $43,996,630
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,996,630
- Employer contributions
- $1,761,339
- Participant contributions
- $1,530,717
- Total income / additions
- $9,169,455
- Benefits paid
- $1,507,052
- Administrative expenses
- $179,291
- Total expenses
- $1,686,343
- Net increase / (decrease)
- $7,483,112
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Moneta Group LLC | NONE | $90,732 | not reported in the loaded dataset |
| Epic Retirement Plan Services | NONE | $88,559 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $0 | $13,153 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |