Tae Technologies, Inc. 401(K) Plan — Form 5500 plan (Tae Technologies, 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, Tae Technologies, Inc. 401(K) Plan is a benefit plan reported by Tae Technologies, Inc. under EIN 46-0506342 and plan number 001. The latest loaded filing year is 2023. The filing reports 356 participants and $55,342,479 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tae Technologies, Inc.
EIN
46-0506342
Plan number
001
Plan type
2
Location
Foothill Ranch, CA
Latest filing year
2023
Participants
356
End-of-year plan assets
$55,342,479

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023356H, C20241003120729NAL0019589042001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$55,342,479
Total liabilities (EOY)
$0
Net assets (EOY)
$55,342,479
Net assets (BOY)
$41,163,690

Income & contributions

Employer contributions
$2,062,580
Participant contributions
$4,190,856
Total contributions
$7,001,983
Total income / additions
$15,804,800

Expenses & distributions

Benefits paid
$1,583,805
Administrative expenses
$3,802
Total expenses
$1,626,011
Net increase / (decrease)
$14,178,789

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$14,917not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$11,115$02023

Related Form 5500 pages