Plan5500

Tater Holdings 401(K) Plan — Form 5500 plan (Tater Holdings 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, Tater Holdings 401(K) Plan is a benefit plan reported by Tater Holdings Inc. under EIN 86-2004872 and plan number 001. The latest loaded filing year is 2023. The filing reports 128 participants and $1,159,831 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.2MPlan net assets, end of year$1,159,831
Participants128Covered participants reported
Assets / participant$9.1KComputed: assets ÷ participants$9,061 (computed)
Provider compensation$11.1K1 Schedule C provider row(s)$11,080
Plan sponsor
Tater Holdings Inc.
EIN
86-2004872
Plan number
001
Plan type
2
Location
Burley, ID
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    128 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$1.2M total assets
Net assets$1.2MLiabilities—
Money in vs. money out
Total income / additions$878.1K
Total expenses$19.6K
Benefits paid / distributions$8.5K
Contributions
Employer$218.8K
Participant$401.3K
Full reported line items

Net assets

Total assets (EOY)
$1,159,831
Net assets (EOY)
$1,159,831
Net assets (BOY)
$301,355

Income & contributions

Employer contributions
$218,784
Participant contributions
$401,332
Total contributions
$749,984
Total income / additions
$878,070

Expenses & distributions

Benefits paid
$8,514
Administrative expenses
$11,080
Total expenses
$19,594
Net increase / (decrease)
$858,476
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 35%Participant 65%
Total expenses ÷ net assets2%Computed ratio
Benefits paid ÷ total income1%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    The Vanguard Group$11.1K
    RECORDKEEPER · Direct $11.1K · Indirect $0

Related Form 5500 pages