Tait Re & E Co. 401(K) Plan — Form 5500 plan (Tait Re & E Co.)
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 Re & E Co. 401(K) Plan is a benefit plan reported by Tait Re & E Co. under EIN 87-1423958 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $1,155,179 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tait Re & E Co.
- EIN
- 87-1423958
- Plan number
- 001
- Plan type
- 2
- Location
- Woodstock, GA
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $1,155,179
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240425062319NAL0025686466001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,155,179
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,155,179
- Net assets (BOY)
- $1,166,870
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- -$11,651
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $40
- Net increase / (decrease)
- -$11,691
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.