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, Tait 401(K) Plan is a benefit plan reported by Tait, LLC under EIN 83-4051704 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,146 participants and $58,826,117 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $58,826,117
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $58,826,117
- Net assets (BOY)
- $43,079,819
Income & contributions
- Employer contributions
- $2,257,523
- Participant contributions
- $6,591,879
- Total contributions
- $9,693,318
- Total income / additions
- $18,451,679
Expenses & distributions
- Benefits paid
- $2,586,820
- Administrative expenses
- $101,262
- Total expenses
- $2,705,381
- Net increase / (decrease)
- $15,746,298