2023 Form 5500 filing — Tait 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 20241014183353NAL0026948817001) for Tait 401(K) Plan, reported by Tait, LLC under EIN 83-4051704 and plan number 001. It reports 1,146 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014183353NAL0026948817001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tait, LLC
- EIN
- 83-4051704
- Plan number
- 001
- Location
- Lititz, PA
- Participants
- 1,146
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $58,826,117
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $58,826,117
- Employer contributions
- $2,257,523
- Participant contributions
- $6,591,879
- Total income / additions
- $18,451,679
- Benefits paid
- $2,586,820
- Administrative expenses
- $101,262
- Total expenses
- $2,705,381
- Net increase / (decrease)
- $15,746,298
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Retirement Insurance And | NONE | $74,615 | $0 |
| Mma Securities LLC | NONE | $28,500 | not reported in the loaded dataset |