Tawani Enterprises Employees' Pension Plan — Form 5500 plan (Tawani Enterprises, 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, Tawani Enterprises Employees' Pension Plan is a benefit plan reported by Tawani Enterprises, Inc. under EIN 36-4083425 and plan number 002. The latest loaded filing year is 2023. The filing reports 151 participants and $19,441,457 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tawani Enterprises, Inc.
EIN
36-4083425
Plan number
002
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
151
End-of-year plan assets
$19,441,457

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023151H, C20241011142222NAL0022029633001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,441,457
Total liabilities (EOY)
$0
Net assets (EOY)
$19,441,457
Net assets (BOY)
$15,916,413

Income & contributions

Employer contributions
$1,192,873
Participant contributions
$949,536
Total contributions
$2,164,648
Total income / additions
$5,062,516

Expenses & distributions

Benefits paid
$1,456,641
Administrative expenses
$80,831
Total expenses
$1,537,472
Net increase / (decrease)
$3,525,044

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Forusall Advisors LLCADVISOR$49,989not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$30,842$02023

Related Form 5500 pages