Tapecon, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Tapecon, 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, Tapecon, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Tapecon, Inc. under EIN 16-1209084 and plan number 001. The latest loaded filing year is 2023. The filing reports 161 participants and $9,435,314 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tapecon, Inc.
- EIN
- 16-1209084
- Plan number
- 001
- Plan type
- 2
- Location
- Buffalo, NY
- Latest filing year
- 2023
- Participants
- 161
- End-of-year plan assets
- $9,435,314
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 161 | H, C | 20241014085018NAL0014663891001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,435,314
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,435,314
- Net assets (BOY)
- $8,519,983
Income & contributions
- Employer contributions
- $92,632
- Participant contributions
- $391,854
- Total contributions
- $491,298
- Total income / additions
- $1,681,293
Expenses & distributions
- Benefits paid
- $763,408
- Administrative expenses
- $2,554
- Total expenses
- $765,962
- Net increase / (decrease)
- $915,331
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward D Jones & Co L P | ADVISOR | $16,329 | not reported in the loaded dataset | 2023 |
| Lifetime Benefit Solutions, Inc. | THIRD PARTY ADMINISTRATO | $2,964 | $4,297 | 2023 |
| Empower Life & Annuity Insurance | RECORDKEEPER | $1,483 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $67 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tapecon, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Buffalo, NY
- Edward D Jones & Co L P — Schedule C compensation
- Lifetime Benefit Solutions, Inc. — Schedule C compensation
- Empower Life & Annuity Insurance — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation