2023 Form 5500 filing — Tae Technologies, Inc. 401(K) 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 20241003120729NAL0019589042001) for Tae Technologies, Inc. 401(K) Plan, reported by Tae Technologies, Inc. under EIN 46-0506342 and plan number 001. It reports 356 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003120729NAL0019589042001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tae Technologies, Inc.
- EIN
- 46-0506342
- Plan number
- 001
- Location
- Foothill Ranch, CA
- Participants
- 356
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $55,342,479
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $55,342,479
- Employer contributions
- $2,062,580
- Participant contributions
- $4,190,856
- Total income / additions
- $15,804,800
- Benefits paid
- $1,583,805
- Administrative expenses
- $3,802
- Total expenses
- $1,626,011
- Net increase / (decrease)
- $14,178,789
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $14,917 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$11,115 | $0 |