2023 Form 5500 filing — 401(A) Plan Of Tasks Unlimited Building Services
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 20241015145529NAL0014893091001) for 401(A) Plan Of Tasks Unlimited Building Services, reported by Tasks Unlimited Building Services under EIN 41-1518696 and plan number 003. It reports 324 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015145529NAL0014893091001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tasks Unlimited Building Services
- EIN
- 41-1518696
- Plan number
- 003
- Location
- Minneapolis, MN
- Participants
- 324
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,031,327
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,031,327
- Employer contributions
- $582,554
- Total income / additions
- $1,597,396
- Benefits paid
- $1,169,868
- Administrative expenses
- $58,454
- Total expenses
- $1,239,442
- Net increase / (decrease)
- $357,954
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | CONTRACT ADMINISTRATOR | $55,194 | $0 |
| Sageview Advisory Group | INVESTMENT ADVISORY | $23,975 | not reported in the loaded dataset |
| Eisner Advisory Group LLC | TPA | $13,035 | not reported in the loaded dataset |