Take2 Consulting, LLC 401(K) Ret — Form 5500 plan (Take2 Consulting, 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, Take2 Consulting, LLC 401(K) Ret is a benefit plan reported by Take2 Consulting, LLC under EIN 47-2507011 and plan number 001. The latest loaded filing year is 2023. The filing reports 599 participants and $11,608,684 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Take2 Consulting, LLC
EIN
47-2507011
Plan number
001
Plan type
2
Location
Vienna, VA
Latest filing year
2023
Participants
599
End-of-year plan assets
$11,608,684

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023599H, C20240920050810NAL0012311648001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,608,684
Total liabilities (EOY)
$0
Net assets (EOY)
$11,608,684
Net assets (BOY)
$6,791,198

Income & contributions

Employer contributions
$297,730
Participant contributions
$3,063,651
Total contributions
$4,958,477
Total income / additions
$6,477,980

Expenses & distributions

Benefits paid
$1,625,451
Administrative expenses
$14,701
Total expenses
$1,660,494
Net increase / (decrease)
$4,817,486

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$14,700$02023
Adp Broker-DealerRECORD KEEPER$0$02023
Cetera AdvisorsADVISOR$0$02023

Related Form 5500 pages