Plan5500

Tadiso, Inc. 403(B) Plan — Form 5500 plan (Tadiso, 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, Tadiso, Inc. 403(B) Plan is a benefit plan reported by Tadiso, Inc. under EIN 23-7254904 and plan number 001. The latest loaded filing year is 2023. The filing reports 142 participants and $1,244,086 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tadiso, Inc.
EIN
23-7254904
Plan number
001
Plan type
2
Location
Pittsburgh, PA
Latest filing year
2023
Participants
142
End-of-year plan assets
$1,244,086

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023142H, C20241014141346NAL0013429763001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,244,086
Total liabilities (EOY)
$2,045
Net assets (EOY)
$1,242,041
Net assets (BOY)
$1,108,201

Income & contributions

Employer contributions
$155,469
Participant contributions
$91,251
Total contributions
$246,720
Total income / additions
$447,556

Expenses & distributions

Benefits paid
$295,165
Administrative expenses
$18,551
Total expenses
$313,716
Net increase / (decrease)
$133,840

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Penserv Plan Services, Inc.RECORDKEEPER$13,553not reported in the loaded dataset2023
Commonwealth Financial NetworkADVISOR$4,249not reported in the loaded dataset2023
Matrix Trust CompanyTRUSTEE$749not reported in the loaded dataset2023

Related Form 5500 pages