2023 Form 5500 filing — Total Automation Group, Inc. 401(K) Profit Sharing

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240731125244NAL0036543936001) for Total Automation Group, Inc. 401(K) Profit Sharing, reported by Total Automation Group, Inc. under EIN 20-0216462 and plan number 001. It reports 19 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$957.9KReported net assets$957,918
Participants19
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240731125244NAL0036543936001
Plan sponsor
Total Automation Group, Inc.
EIN
20-0216462
Plan number
001
Location
Trafford, AL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$957.9K total assets
Net assets$957.9KLiabilities
Money in vs. money out
Total income / additions$388.1K
Total expenses$5.2K
Benefits paid / distributionsNot reported
Contributions
Employer$40.8K
Participant$57.9K
Full reported line items
Total assets (EOY)
$957,918
Net assets (EOY)
$957,918
Employer contributions
$40,829
Participant contributions
$57,878
Total income / additions
$388,139
Administrative expenses
$5,158
Total expenses
$5,158
Net increase / (decrease)
$382,981

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240731125244NAL0036543936001 cover?
It is the 2023 Form 5500 filing for Total Automation Group, Inc. 401(K) Profit Sharing, reported by Total Automation Group, Inc. (EIN 20-0216462).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages