Tapper'S Fine Jewelry, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Tapper'S Fine Jewelry, 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, Tapper'S Fine Jewelry, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Tapper'S Fine Jewelry, Inc. under EIN 38-2149120 and plan number 001. The latest loaded filing year is 2023. The filing reports 165 participants and $8,718,677 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tapper'S Fine Jewelry, Inc.
- EIN
- 38-2149120
- Plan number
- 001
- Plan type
- 2
- Location
- West Bloomfield, MI
- Latest filing year
- 2023
- Participants
- 165
- End-of-year plan assets
- $8,718,677
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 165 | H, C | 20240903120059NAL0010543459001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,718,677
- Net assets (EOY)
- $8,718,677
- Net assets (BOY)
- $8,087,467
Income & contributions
- Employer contributions
- $94,844
- Participant contributions
- $674,662
- Total contributions
- $1,023,886
- Total income / additions
- $2,021,387
Expenses & distributions
- Benefits paid
- $1,338,461
- Administrative expenses
- $51,716
- Total expenses
- $1,390,177
- Net increase / (decrease)
- $631,210
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $47,423 | $0 | 2023 |
| Securities America, Inc. | BROKER/ADVISO R | $0 | $22,105 | 2023 |
| Great Lakes Pension Associates, Inc | THIRD PARTY ADMINISTRATO | $0 | $8,228 | 2023 |
| Leafhouse Financial Advisors, LLC | OTHER | $4,115 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT. | $3,783 | $0 | 2023 |
| Morningstar, Inc. | OTHER | $1,648 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tapper'S Fine Jewelry, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in West Bloomfield, MI
- Empower Annuity Insurance Company — Schedule C compensation
- Securities America, Inc. — Schedule C compensation
- Great Lakes Pension Associates, Inc — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Morningstar, Inc. — Schedule C compensation