Plan5500

Tai Services, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Tai Services, Inc. (EIN 58-1365403) is a plan sponsor located in Kennesaw, GA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
58-1365403
Location
Kennesaw, GA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Tai Services, Inc.

  • 2 loaded plans hold $12.3M in reported assets.
  • The largest, Tai Services, Inc. Employee Stock Ownership Plan, holds 62% of this company's reported plan assets.
  • Plans cover 90 reported participants.
  • 2 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$12.3MSummed across loaded plans$12,269,592
Total reported assets$12.3M$12,269,592
Total reported participants90
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$12.3M total assets
Net assets$12.3MLiabilities$0
Contributions & income
Employer contributions$674.4K
Participant contributions$188.1K
Total income / additions$2.7M
Expenses & distributions
Benefits paid / distributions$1.4M
Total expenses$1.4M
Net increase / (decrease)$1.3M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets62%Tai Services, Inc. Employee Stock Ownership Plan
Participants per plan45Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Tai Services, Inc. Employee Stock Ownership Plan$7.7M
    Plan #002 · 50 participants · 2023
  2. 2
    Tai Services Retirement Salary Savings Plan$4.6M
    Plan #001 · 40 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Tai Services, Inc.. Open one for its full reported snapshot.

  1. 2023
    Tai Services, Inc. Employee Stock Ownership Plan50 participants · 2Sch I
    View filing →
  2. 2023
    Tai Services Retirement Salary Savings Plan40 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Tai Services, Inc. report on Form 5500?
Tai Services, Inc. (EIN 58-1365403) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Tai Services, Inc.?
The Employer Identification Number (EIN) reported for Tai Services, Inc. is 58-1365403.
What is the latest Form 5500 filing year for Tai Services, Inc.?
The latest loaded Form 5500 filing year for Tai Services, Inc. is 2023.

Related Form 5500 pages