Task Force Tips, LLC 401(K) & Profit Sharing Plan — Form 5500 plan (Task Force Tips, 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, Task Force Tips, LLC 401(K) & Profit Sharing Plan is a benefit plan reported by Task Force Tips, LLC under EIN 35-1187949 and plan number 001. The latest loaded filing year is 2023. The filing reports 293 participants and $31,685,256 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Task Force Tips, LLC
- EIN
- 35-1187949
- Plan number
- 001
- Plan type
- 2
- Location
- Valparaiso, IN
- Latest filing year
- 2023
- Participants
- 293
- End-of-year plan assets
- $31,685,256
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 293 | H, C | 20240906124628NAL0000704403001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,685,256
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,685,256
- Net assets (BOY)
- $26,488,931
Income & contributions
- Employer contributions
- $710,450
- Participant contributions
- $1,347,583
- Total contributions
- $2,176,018
- Total income / additions
- $7,238,252
Expenses & distributions
- Benefits paid
- $1,924,439
- Administrative expenses
- $107,352
- Total expenses
- $2,041,927
- Net increase / (decrease)
- $5,196,325
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners LLC | ADVISOR | $40,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $36,636 | $0 | 2023 |
| Cliftonlarsonallen Llp | ACCOUNTANT/AUDITOR | $19,451 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $11,265 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Task Force Tips, LLC
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Valparaiso, IN
- Capfinancial Partners LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation