2023 Form 5500 filing — Tahoma Enterprises, 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 20250320143807NAL0013296450001) for Tahoma Enterprises, Inc. 401(K) Profit Sharing Plan, reported by Tahoma Enterprises, Inc. under EIN 20-8466684 and plan number 001. It reports 200 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250320143807NAL0013296450001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tahoma Enterprises, Inc.
- EIN
- 20-8466684
- Plan number
- 001
- Location
- Wooster, OH
- Participants
- 200
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,553,933
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,553,933
- Employer contributions
- $163,127
- Participant contributions
- $269,620
- Total income / additions
- $1,058,148
- Benefits paid
- $580,612
- Administrative expenses
- $26,863
- Total expenses
- $607,475
- Net increase / (decrease)
- $450,673
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| July Business Services 401(K) Plan | RECORDKEEPER | $16,551 | not reported in the loaded dataset |
| Whitaker Myers Wealth Managers, Ltd | INVESTMENT ADVISORY | $10,312 | not reported in the loaded dataset |