Tatonduk Outfitters Limited Retirement Savings Plan — Form 5500 plan (Tatonduk Outfitters Limited)
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, Tatonduk Outfitters Limited Retirement Savings Plan is a benefit plan reported by Tatonduk Outfitters Limited under EIN 92-0067887 and plan number 001. The latest loaded filing year is 2023. The filing reports 417 participants and $21,063,692 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tatonduk Outfitters Limited
- EIN
- 92-0067887
- Plan number
- 001
- Plan type
- 2
- Location
- Fairbanks, AK
- Latest filing year
- 2023
- Participants
- 417
- End-of-year plan assets
- $21,063,692
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 417 | H, C | 20241009150824NAL0010761731001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,063,692
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,063,692
- Net assets (BOY)
- $18,539,366
Income & contributions
- Employer contributions
- $389,873
- Participant contributions
- $1,547,574
- Total contributions
- $2,024,405
- Total income / additions
- $4,850,252
Expenses & distributions
- Benefits paid
- $2,258,417
- Administrative expenses
- $65,513
- Total expenses
- $2,325,926
- Net increase / (decrease)
- $2,524,326
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $15,642 | $0 | 2023 |
| Cutler Investment Counsel, LLC | INVESTMENT ADVISOR | $15,431 | not reported in the loaded dataset | 2023 |
| Alliant Retirement Services | ADVISOR | $12,039 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tatonduk Outfitters Limited
- 2023 Form 5500 filing
- Form 5500 filings in AK
- 401(k) and benefit plan filings in Fairbanks, AK
- Fidelity Investments Institutional — Schedule C compensation
- Cutler Investment Counsel, LLC — Schedule C compensation
- Alliant Retirement Services — Schedule C compensation