2023 Form 5500 filing — Tap Plastics Profit Sharing 401(K) Plan
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 20240820123309NAL0001462227001) for Tap Plastics Profit Sharing 401(K) Plan, reported by Tap Plastics, Inc. under EIN 94-1558896 and plan number 001. It reports 173 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240820123309NAL0001462227001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tap Plastics, Inc.
- EIN
- 94-1558896
- Plan number
- 001
- Location
- San Leandro, CA
- Participants
- 173
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,035,618
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,035,618
- Employer contributions
- $250,000
- Participant contributions
- $350,321
- Total income / additions
- $2,861,696
- Benefits paid
- $2,072,788
- Administrative expenses
- $22,927
- Total expenses
- $2,109,564
- Net increase / (decrease)
- $752,132
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Osaic Wealth, Inc | BROKER/ADVISER | $0 | $31,412 |
| Aprio Llp | AUDITOR | $13,125 | not reported in the loaded dataset |
| Envestnet Retirement Solutions, LLC | OTHER | $5,251 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,551 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 |