Tao Group Operating, LLC 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Tao Group Operating, 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, Tao Group Operating, LLC 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Tao Group Operating, LLC under EIN 81-4574674 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,180 participants and $18,582,786 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tao Group Operating, LLC
- EIN
- 81-4574674
- Plan number
- 001
- Plan type
- 2
- Location
- Las Vegas, NV
- Latest filing year
- 2023
- Participants
- 3,180
- End-of-year plan assets
- $18,582,786
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,180 | H, C | 20250910133922NAL0013203619001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,582,786
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,582,786
- Net assets (BOY)
- $12,618,683
Income & contributions
- Employer contributions
- $1,736,617
- Participant contributions
- $3,410,065
- Total contributions
- $5,276,672
- Total income / additions
- $8,046,553
Expenses & distributions
- Benefits paid
- $1,923,264
- Administrative expenses
- $159,186
- Total expenses
- $2,082,450
- Net increase / (decrease)
- $5,964,103
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ameriprise Financial Services Inc | INVESTMENT ADVISORY PLAN | $74,642 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions, | RECORDKEEPER | $67,161 | $0 | 2023 |
| The Retirement Advantage, Inc. | RECORDKEEPER | $17,387 | $0 | 2023 |
| Usi Advisors Inc. | INVESTMENT ADVISORY PLAN | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tao Group Operating, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NV
- 401(k) and benefit plan filings in Las Vegas, NV
- Ameriprise Financial Services Inc — Schedule C compensation
- Transamerica Retirement Solutions, — Schedule C compensation
- The Retirement Advantage, Inc. — Schedule C compensation
- Usi Advisors Inc. — Schedule C compensation