Tasteful Selections 401(K) Plan — Form 5500 plan (Tasteful Selections, LLC)

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, Tasteful Selections 401(K) Plan is a benefit plan reported by Tasteful Selections, LLC under EIN 27-1564219 and plan number 001. The latest loaded filing year is 2023. The filing reports 200 participants and $5,851,391 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tasteful Selections, LLC
EIN
27-1564219
Plan number
001
Plan type
2
Location
Arvin, CA
Latest filing year
2023
Participants
200
End-of-year plan assets
$5,851,391

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023200H, C20240820131206NAL0002681473001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,851,391
Total liabilities (EOY)
$0
Net assets (EOY)
$5,851,391
Net assets (BOY)
$5,013,709

Income & contributions

Employer contributions
$408,357
Participant contributions
$737,808
Total contributions
$1,182,364
Total income / additions
$1,962,512

Expenses & distributions

Benefits paid
$1,104,251
Administrative expenses
$34,518
Total expenses
$1,138,769
Net increase / (decrease)
$823,743

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$21,736$02023
Global Retirement Partners LLCADVISOR$12,782not reported in the loaded dataset2023

Related Form 5500 pages