Tafapolsky & Smith Llp 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Tafapolsky & Smith Llp)
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, Tafapolsky & Smith Llp 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Tafapolsky & Smith Llp under EIN 94-3359861 and plan number 001. The latest loaded filing year is 2023. The filing reports 131 participants and $11,114,441 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tafapolsky & Smith Llp
- EIN
- 94-3359861
- Plan number
- 001
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 131
- End-of-year plan assets
- $11,114,441
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 131 | H, C | 20241015201219NAL0029582673001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,114,441
- Net assets (EOY)
- $11,114,441
- Net assets (BOY)
- $9,931,057
Income & contributions
- Employer contributions
- $716,682
- Participant contributions
- $965,905
- Total contributions
- $2,198,426
- Total income / additions
- $4,349,268
Expenses & distributions
- Benefits paid
- $3,142,389
- Administrative expenses
- $20,572
- Total expenses
- $3,165,884
- Net increase / (decrease)
- $1,183,384
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ep Wealth Advisors LLC | NONE | $8,851 | not reported in the loaded dataset | 2023 |
| Evercore Wealth Management LLC | NONE | $7,942 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $162 | $0 | 2023 |