Tarantino Properties Employee Retirement Plan — Form 5500 plan (Tarantino Properties 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, Tarantino Properties Employee Retirement Plan is a benefit plan reported by Tarantino Properties Inc. under EIN 74-2128773 and plan number 001. The latest loaded filing year is 2023. The filing reports 509 participants and $10,131,690 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tarantino Properties Inc.
EIN
74-2128773
Plan number
001
Plan type
2
Location
Houston, TX
Latest filing year
2023
Participants
509
End-of-year plan assets
$10,131,690

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023509H, C20241014162115NAL0046788768001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,131,690
Total liabilities (EOY)
$0
Net assets (EOY)
$10,131,690
Net assets (BOY)
$9,747,253

Income & contributions

Employer contributions
$192,183
Participant contributions
$755,510
Total contributions
$996,001
Total income / additions
$2,406,431

Expenses & distributions

Benefits paid
$1,661,659
Administrative expenses
$22,246
Total expenses
$1,689,556
Net increase / (decrease)
$716,875

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
American United Life Insurance CoNONE$6,771$53,7562023
Northwestern Mutual WmNONE$0$29,1762023
Sheffield Trackwell & Rapp LLCNONE$16,600not reported in the loaded dataset2023

Related Form 5500 pages