2023 Form 5500 filing — Tarditi, 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 20250113173021NAL0018551937001) for Tarditi, Inc. 401(K) Profit Sharing Plan, reported by Tarditi, Inc. under EIN 83-1247148 and plan number 003. It reports 127 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250113173021NAL0018551937001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tarditi, Inc.
- EIN
- 83-1247148
- Plan number
- 003
- Location
- Lodi, CA
- Participants
- 127
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,113,323
- Net assets (EOY)
- $7,113,323
- Employer contributions
- $314,145
- Participant contributions
- $385,890
- Total income / additions
- $1,639,769
- Benefits paid
- $858,079
- Administrative expenses
- $40,795
- Total expenses
- $898,874
- Net increase / (decrease)
- $740,895
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Findec Benefit Services, Inc. | TPA RECORDKEEPER | $21,170 | $0 |
| Bfc Planning Inc | INVESTMENT ADVISER | $13,858 | $0 |
| Findec Wealth Services, Inc. | INVESTMENT MANAGER | $4,666 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | CUSTODIAN | $0 | $3,914 |
| Charles Schwab & Co | SECURITIES BROKERAGE | $0 | $0 |