Tap Plastics Profit Sharing 401(K) Plan — Form 5500 plan (Tap Plastics, 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, Tap Plastics Profit Sharing 401(K) Plan is a benefit plan reported by Tap Plastics, Inc. under EIN 94-1558896 and plan number 001. The latest loaded filing year is 2023. The filing reports 173 participants and $16,035,618 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tap Plastics, Inc.
- EIN
- 94-1558896
- Plan number
- 001
- Plan type
- 2
- Location
- San Leandro, CA
- Latest filing year
- 2023
- Participants
- 173
- End-of-year plan assets
- $16,035,618
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 173 | H, C | 20240820123309NAL0001462227001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,035,618
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,035,618
- Net assets (BOY)
- $15,283,486
Income & contributions
- Employer contributions
- $250,000
- Participant contributions
- $350,321
- Total contributions
- $635,122
- Total income / additions
- $2,861,696
Expenses & distributions
- Benefits paid
- $2,072,788
- Administrative expenses
- $22,927
- Total expenses
- $2,109,564
- Net increase / (decrease)
- $752,132
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Osaic Wealth, Inc | BROKER/ADVISER | $0 | $31,412 | 2023 |
| Aprio Llp | AUDITOR | $13,125 | not reported in the loaded dataset | 2023 |
| Envestnet Retirement Solutions, LLC | OTHER | $5,251 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,551 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tap Plastics, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Leandro, CA
- Osaic Wealth, Inc — Schedule C compensation
- Aprio Llp — Schedule C compensation
- Envestnet Retirement Solutions, LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation