Taconic Builders 401(K) Plan — Form 5500 plan (Taconic Builders, 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, Taconic Builders 401(K) Plan is a benefit plan reported by Taconic Builders, Inc. under EIN 13-3423760 and plan number 001. The latest loaded filing year is 2023. The filing reports 177 participants and $9,786,897 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Taconic Builders, Inc.
- EIN
- 13-3423760
- Plan number
- 001
- Plan type
- 2
- Location
- Mamaroneck, NY
- Latest filing year
- 2023
- Participants
- 177
- End-of-year plan assets
- $9,786,897
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 177 | H, C | 20241008144946NAL0016887793001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,786,897
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,786,897
- Net assets (BOY)
- $8,014,493
Income & contributions
- Employer contributions
- $370,593
- Participant contributions
- $494,611
- Total contributions
- $1,246,697
- Total income / additions
- $2,540,840
Expenses & distributions
- Benefits paid
- $724,587
- Administrative expenses
- $43,849
- Total expenses
- $768,436
- Net increase / (decrease)
- $1,772,404
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| First Republic Investment Mgmnt | ADVISOR | $25,287 | not reported in the loaded dataset | 2023 |
| Boris Benic And Associates Llp | ACCOUNTANT/AUDITOR | $16,550 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $2,013 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Taconic Builders, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Mamaroneck, NY
- First Republic Investment Mgmnt — Schedule C compensation
- Boris Benic And Associates Llp — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation