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, Ontivity 401(K) Plan is a benefit plan reported by Tac Enertech Resources Holdings, LLC under EIN 81-1556522 and plan number 001. The latest loaded filing year is 2023. The filing reports 844 participants and $17,446,109 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,446,109
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,446,109
- Net assets (BOY)
- $4,281,715
Income & contributions
- Employer contributions
- $1,135,450
- Participant contributions
- $2,512,471
- Total contributions
- $3,865,771
- Total income / additions
- $6,144,178
Expenses & distributions
- Benefits paid
- $1,978,986
- Administrative expenses
- $65,882
- Total expenses
- $2,059,960
- Net increase / (decrease)
- $4,084,218