Tap & Affiliates 401(K) Plan — Form 5500 plan (Tap Electric Metro Jv)
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, Tap & Affiliates 401(K) Plan is a benefit plan reported by Tap Electric Metro Jv under EIN 20-3646966 and plan number 001. The latest loaded filing year is 2023. The filing reports 116 participants and $15,150,648 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tap Electric Metro Jv
- EIN
- 20-3646966
- Plan number
- 001
- Plan type
- 2
- Location
- Islandia, NY
- Latest filing year
- 2023
- Participants
- 116
- End-of-year plan assets
- $15,150,648
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 116 | H, C | 20240730133602NAL0020085297001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,150,648
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,150,648
- Net assets (BOY)
- $13,112,397
Income & contributions
- Participant contributions
- $1,104,228
- Total contributions
- $1,105,185
- Total income / additions
- $3,080,580
Expenses & distributions
- Benefits paid
- $994,305
- Administrative expenses
- $48,024
- Total expenses
- $1,042,329
- Net increase / (decrease)
- $2,038,251
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alliance Bernstein | INVESTMENT ADVISOR | $32,656 | not reported in the loaded dataset | 2023 |
| First Great West | RECORD KEEPER | $13,206 | $0 | 2023 |
| Klerer Financial Services Inc | CONTRACT ADMIN | $2,000 | $0 | 2023 |