2023 Form 5500 filing — Taghleef Industries, Inc. Savings And 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 20241015111907NAL0055739058001) for Taghleef Industries, Inc. Savings And Profit Sharing Plan, reported by Taghleef Industries, Inc. under EIN 51-0295865 and plan number 001. It reports 753 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015111907NAL0055739058001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Taghleef Industries, Inc.
- EIN
- 51-0295865
- Plan number
- 001
- Location
- Newark, DE
- Participants
- 753
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $68,421,751
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $68,421,751
- Employer contributions
- $1,031,060
- Participant contributions
- $2,656,941
- Total income / additions
- $14,222,837
- Benefits paid
- $10,047,937
- Administrative expenses
- $17,504
- Total expenses
- $10,065,441
- Net increase / (decrease)
- $4,157,396
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners LLC | INVESTMENT ADVISOR | $37,500 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$19,996 | $0 |