Tactical Engineering & Analysis, Inc. Employee Stock Ownership 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. Employee Stock Ownership Plan is a benefit plan reported by Tactical Engineering & Analysis, Inc. under EIN 33-0830317 and plan number 003. The latest loaded filing year is 2023. The filing reports 251 participants and $15,761,065 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$12.8MPlan net assets, end of year$12,760,085
Participants251Covered participants reported
Assets / participant$62.8KComputed: assets ÷ participants$62,793 (computed)
Provider compensationNone reported
Plan sponsor
Tactical Engineering & Analysis, Inc.
EIN
33-0830317
Plan number
003
Plan type
2
Location
San Diego, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023251H20240829152903NAL0013280769001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$15.8M total assets
Net assets$12.8MLiabilities$3M
Money in vs. money out
Total income / additions$6.9M
Total expenses$340.6K
Benefits paid / distributions$284.5K
Contributions
Employer$563.7K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$15,761,065
Total liabilities (EOY)
$3,000,980
Net assets (EOY)
$12,760,085
Net assets (BOY)
$6,231,582

Income & contributions

Employer contributions
$563,748
Total contributions
$563,748
Total income / additions
$6,869,091

Expenses & distributions

Benefits paid
$284,488
Administrative expenses
$0
Total expenses
$340,588
Net increase / (decrease)
$6,528,503
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income4%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages