2023 Form 5500 filing — Taconic Builders 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 20241008144946NAL0016887793001) for Taconic Builders 401(K) Plan, reported by Taconic Builders, Inc. under EIN 13-3423760 and plan number 001. It reports 177 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008144946NAL0016887793001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Taconic Builders, Inc.
- EIN
- 13-3423760
- Plan number
- 001
- Location
- Mamaroneck, NY
- Participants
- 177
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,786,897
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,786,897
- Employer contributions
- $370,593
- Participant contributions
- $494,611
- Total income / additions
- $2,540,840
- Benefits paid
- $724,587
- Administrative expenses
- $43,849
- Total expenses
- $768,436
- Net increase / (decrease)
- $1,772,404
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| First Republic Investment Mgmnt | ADVISOR | $25,287 | not reported in the loaded dataset |
| Boris Benic And Associates Llp | ACCOUNTANT/AUDITOR | $16,550 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $2,013 | $0 |