Taghleef Industries, Inc. Savings And Profit Sharing Plan — Form 5500 plan (Taghleef Industries, 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, Taghleef Industries, Inc. Savings And Profit Sharing Plan is a benefit plan reported by Taghleef Industries, Inc. under EIN 51-0295865 and plan number 001. The latest loaded filing year is 2023. The filing reports 753 participants and $68,421,751 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Taghleef Industries, Inc.
EIN
51-0295865
Plan number
001
Plan type
2
Location
Newark, DE
Latest filing year
2023
Participants
753
End-of-year plan assets
$68,421,751

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023753H, C20241015111907NAL0055739058001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$68,421,751
Total liabilities (EOY)
$0
Net assets (EOY)
$68,421,751
Net assets (BOY)
$64,264,355

Income & contributions

Employer contributions
$1,031,060
Participant contributions
$2,656,941
Total contributions
$3,711,355
Total income / additions
$14,222,837

Expenses & distributions

Benefits paid
$10,047,937
Administrative expenses
$17,504
Total expenses
$10,065,441
Net increase / (decrease)
$4,157,396

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capfinancial Partners LLCINVESTMENT ADVISOR$37,500not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$19,996$02023

Related Form 5500 pages