Plan5500

Taco, Inc. Profit Sharing & 401(K) Plan — Form 5500 plan (Taco, Inc.)

Plain-English plan 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, Taco, Inc. Profit Sharing & 401(K) Plan is a benefit plan reported by Taco, Inc. under EIN 05-0250724 and plan number 002. The latest loaded filing year is 2023. The filing reports 698 participants and $96,709,672 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Taco, Inc.
EIN
05-0250724
Plan number
002
Plan type
2
Location
Cranston, RI
Latest filing year
2023
Participants
698
End-of-year plan assets
$96,709,672

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023698H, C20241003153333NAL0004976115001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$96,709,672
Total liabilities (EOY)
$0
Net assets (EOY)
$96,709,672
Net assets (BOY)
$84,583,247

Income & contributions

Employer contributions
$1,433,587
Participant contributions
$4,905,728
Total contributions
$7,236,853
Total income / additions
$21,740,117

Expenses & distributions

Benefits paid
$9,519,272
Administrative expenses
$86,601
Total expenses
$9,613,692
Net increase / (decrease)
$12,126,425

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$50,174$02023
Global Retirement Partners LLCADVISOR$25,000not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$11,427not reported in the loaded dataset2023

Related Form 5500 pages