2023 Form 5500 filing — Ontivity 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 20250714130601NAL0001068145001) for Ontivity 401(K) Plan, reported by Tac Enertech Resources Holdings, LLC under EIN 81-1556522 and plan number 001. It reports 844 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250714130601NAL0001068145001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tac Enertech Resources Holdings, LLC
- EIN
- 81-1556522
- Plan number
- 001
- Location
- New Braunfels, TX
- Participants
- 844
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,446,109
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,446,109
- Employer contributions
- $1,135,450
- Participant contributions
- $2,512,471
- Total income / additions
- $6,144,178
- Benefits paid
- $1,978,986
- Administrative expenses
- $65,882
- Total expenses
- $2,059,960
- Net increase / (decrease)
- $4,084,218
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $46,283 | $0 |
| Kestra Advisory Services. | NONE | $19,599 | not reported in the loaded dataset |