2023 Form 5500 filing — Tanager Place Employee 403(B) 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 20241009154157NAL0018677521001) for Tanager Place Employee 403(B) Retirement Plan, reported by Tanager Place under EIN 42-0688079 and plan number 001. It reports 659 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009154157NAL0018677521001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tanager Place
- EIN
- 42-0688079
- Plan number
- 001
- Location
- Cedar Rapids, IA
- Participants
- 659
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,027,343
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,027,343
- Employer contributions
- $94,875
- Participant contributions
- $455,272
- Total income / additions
- $1,073,464
- Benefits paid
- $189,798
- Administrative expenses
- $3,120
- Total expenses
- $192,918
- Net increase / (decrease)
- $880,546
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln Retirement Services | RECORDKEEPER | $27,323 | not reported in the loaded dataset |
| Futureplan By Ascensus | THIRD PARTY ADMIN | $21,597 | not reported in the loaded dataset |
| Bergankdv | INVESTMENT ADVISOR | $4,000 | not reported in the loaded dataset |