2023 Form 5500 filing — Tac 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 20241010192740NAL0011850339001) for Tac Retirement Plan, reported by Tacenergy, LLC under EIN 87-4665900 and plan number 001. It reports 747 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010192740NAL0011850339001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tacenergy, LLC
- EIN
- 87-4665900
- Plan number
- 001
- Location
- Texarkana, TX
- Participants
- 747
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $56,650,357
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $56,650,357
- Employer contributions
- $1,611,090
- Participant contributions
- $1,268,182
- Total income / additions
- $11,314,680
- Benefits paid
- $4,509,423
- Administrative expenses
- $186,759
- Total expenses
- $4,696,182
- Net increase / (decrease)
- $6,618,498
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services | RECORDKEEPER | $87,559 | not reported in the loaded dataset |
| Creative Planning | INVESTMENT ADVISOR | $64,375 | not reported in the loaded dataset |
| Whitely Penn, Llp | ACCOUNTANT | $18,025 | not reported in the loaded dataset |
| Thomas & Thomas, Llp | ACCOUNTANT | $16,800 | not reported in the loaded dataset |
| Matrix Trust Company | TRUSTEE | $0 | $2,931 |
| Mscs Financial Services | TRUSTEE | $0 | $0 |