2023 Form 5500 filing — Tgt Enterprises, Inc. 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 20250617103552NAL0001752753001) for Tgt Enterprises, Inc. 401(K) Plan, reported by Tgt Enterprises Inc. Dba Anderson under EIN 95-3246672 and plan number 001. It reports 187 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250617103552NAL0001752753001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tgt Enterprises Inc. Dba Anderson
- EIN
- 95-3246672
- Plan number
- 001
- Location
- Poway, CA
- Participants
- 187
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,522,649
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,522,649
- Employer contributions
- $108,283
- Participant contributions
- $1,082,807
- Total income / additions
- $4,296,207
- Benefits paid
- $1,780,859
- Administrative expenses
- $70,830
- Total expenses
- $1,851,689
- Net increase / (decrease)
- $2,444,518
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $35,604 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $26,226 | $0 |
| Pension Assurance Llp | ACCOUNTANT/AUDITOR | $9,000 | not reported in the loaded dataset |