T.A.S.C. Inc. Employee Retirement Plan — Form 5500 plan (T.A.S.C. 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, T.A.S.C. Inc. Employee Retirement Plan is a benefit plan reported by T.A.S.C. Inc. under EIN 36-2870923 and plan number 001. The latest loaded filing year is 2023. The filing reports 336 participants and $6,900,845 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
T.A.S.C. Inc.
EIN
36-2870923
Plan number
001
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
336
End-of-year plan assets
$6,900,845

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023336H, C20240926130043NAL0000799153001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,900,845
Total liabilities (EOY)
$0
Net assets (EOY)
$6,900,845
Net assets (BOY)
$5,201,845

Income & contributions

Employer contributions
$1,200,000
Participant contributions
$648,053
Total contributions
$1,849,802
Total income / additions
$2,645,308

Expenses & distributions

Benefits paid
$896,186
Administrative expenses
$50,122
Total expenses
$946,308
Net increase / (decrease)
$1,699,000

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ascensus LLCNONE$32,934$02023
Cliftonlarsonallen Wealth AdvisorsNONE$13,355not reported in the loaded dataset2023

Related Form 5500 pages