2023 Form 5500 filing — Tapecon, Inc. 401(K) Profit Sharing 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 20241014085018NAL0014663891001) for Tapecon, Inc. 401(K) Profit Sharing Plan, reported by Tapecon, Inc. under EIN 16-1209084 and plan number 001. It reports 161 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014085018NAL0014663891001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tapecon, Inc.
- EIN
- 16-1209084
- Plan number
- 001
- Location
- Buffalo, NY
- Participants
- 161
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,435,314
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,435,314
- Employer contributions
- $92,632
- Participant contributions
- $391,854
- Total income / additions
- $1,681,293
- Benefits paid
- $763,408
- Administrative expenses
- $2,554
- Total expenses
- $765,962
- Net increase / (decrease)
- $915,331
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward D Jones & Co L P | ADVISOR | $16,329 | not reported in the loaded dataset |
| Lifetime Benefit Solutions, Inc. | THIRD PARTY ADMINISTRATO | $2,964 | $4,297 |
| Empower Life & Annuity Insurance | RECORDKEEPER | $1,483 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $67 | not reported in the loaded dataset |