Taconic Capital Advisors L.P. 401(K) Profit Sharing Plan — Form 5500 plan (Taconic Capital Advisors L.P.)
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 Capital Advisors L.P. 401(K) Profit Sharing Plan is a benefit plan reported by Taconic Capital Advisors L.P. under EIN 20-5826144 and plan number 001. The latest loaded filing year is 2023. The filing reports 164 participants and $59,997,927 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Taconic Capital Advisors L.P.
- EIN
- 20-5826144
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 164
- End-of-year plan assets
- $59,997,927
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 164 | H, C | 20241010092927NAL0019869041001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $59,997,927
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $59,997,927
- Net assets (BOY)
- $50,126,996
Income & contributions
- Employer contributions
- $1,224,947
- Participant contributions
- $1,882,725
- Total contributions
- $3,117,665
- Total income / additions
- $13,654,709
Expenses & distributions
- Benefits paid
- $3,761,693
- Administrative expenses
- $22,085
- Total expenses
- $3,783,778
- Net increase / (decrease)
- $9,870,931
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch | CONSULTANT | $10,620 | not reported in the loaded dataset | 2023 |
| Cohn Reznick Llp | ACCOUNTANT/AUDITOR | $9,723 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $1,823 | $0 | 2023 |