Tapestry Solutions, Inc. Retirement Plan — Form 5500 plan (Tapestry Solutions, 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, Tapestry Solutions, Inc. Retirement Plan is a benefit plan reported by Tapestry Solutions, Inc under EIN 33-0649297 and plan number 001. The latest loaded filing year is 2023. The filing reports 781 participants and $85,172,513 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tapestry Solutions, Inc
EIN
33-0649297
Plan number
001
Plan type
2
Location
San Diego, CA
Latest filing year
2023
Participants
781
End-of-year plan assets
$85,172,513

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023781H, C20240806185942NAL0002840353001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$85,172,513
Net assets (EOY)
$85,172,513
Net assets (BOY)
$71,719,380

Income & contributions

Employer contributions
$1,468,839
Participant contributions
$4,980,740
Total contributions
$6,745,977
Total income / additions
$20,586,373

Expenses & distributions

Benefits paid
$6,929,468
Administrative expenses
$203,772
Total expenses
$7,133,240
Net increase / (decrease)
$13,453,133

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan Services,IncNONE$103,772not reported in the loaded dataset2023
Hall, MacgregorNONE$100,000not reported in the loaded dataset2023
Charles Schwab & Co., Inc.NONE$0$02023

Related Form 5500 pages