Tactical Engineering & Analysis, Inc. 401(K) Plan — Form 5500 plan (Tactical Engineering & Analysis, 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, Tactical Engineering & Analysis, Inc. 401(K) Plan is a benefit plan reported by Tactical Engineering & Analysis, Inc. under EIN 33-0830317 and plan number 002. The latest loaded filing year is 2023. The filing reports 283 participants and $29,360,411 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tactical Engineering & Analysis, Inc.
- EIN
- 33-0830317
- Plan number
- 002
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 283
- End-of-year plan assets
- $29,360,411
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 283 | H, C | 20241001133421NAL0007180737001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,360,411
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,360,411
- Net assets (BOY)
- $24,089,418
Income & contributions
- Employer contributions
- $1,098,767
- Participant contributions
- $2,242,982
- Total contributions
- $3,794,249
- Total income / additions
- $7,855,385
Expenses & distributions
- Benefits paid
- $2,504,516
- Administrative expenses
- $79,876
- Total expenses
- $2,584,392
- Net increase / (decrease)
- $5,270,993
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Integrated Wealth Concepts LLC | ADVISOR | $51,085 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $12,968 | $0 | 2023 |
| Meihaus Cpa, Pc | ACCOUNTANT/AUDITOR | $12,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tactical Engineering & Analysis, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- Integrated Wealth Concepts LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Meihaus Cpa, Pc — Schedule C compensation