Tgt Enterprises, Inc. 401(K) Plan — Form 5500 plan (Tgt Enterprises Inc. Dba Anderson)
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, Tgt Enterprises, Inc. 401(K) Plan is a benefit plan reported by Tgt Enterprises Inc. Dba Anderson under EIN 95-3246672 and plan number 001. The latest loaded filing year is 2023. The filing reports 187 participants and $15,522,649 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tgt Enterprises Inc. Dba Anderson
- EIN
- 95-3246672
- Plan number
- 001
- Plan type
- 2
- Location
- Poway, CA
- Latest filing year
- 2023
- Participants
- 187
- End-of-year plan assets
- $15,522,649
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 187 | H, C | 20250617103552NAL0001752753001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,522,649
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,522,649
- Net assets (BOY)
- $13,078,131
Income & contributions
- Employer contributions
- $108,283
- Participant contributions
- $1,082,807
- Total contributions
- $1,201,598
- Total income / additions
- $4,296,207
Expenses & distributions
- Benefits paid
- $1,780,859
- Administrative expenses
- $70,830
- Total expenses
- $1,851,689
- Net increase / (decrease)
- $2,444,518
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $35,604 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $26,226 | $0 | 2023 |
| Pension Assurance Llp | ACCOUNTANT/AUDITOR | $9,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tgt Enterprises Inc. Dba Anderson
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Poway, CA
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Pension Assurance Llp — Schedule C compensation