2023 Form 5500 filing — Tag Electric Company Profit Sharing 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 20240827155705NAL0017925200001) for Tag Electric Company Profit Sharing Plan, reported by Tag Electric Company, L.P. under EIN 74-2434119 and plan number 001. It reports 150 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6MReported net assets$5,950,619
Participants150
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240827155705NAL0017925200001
Plan sponsor
Tag Electric Company, L.P.
EIN
74-2434119
Plan number
001
Location
Houston, TX
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)$6M total assets
Net assets$6MLiabilities$0
Money in vs. money out
Total income / additions$1.2M
Total expenses$678.9K
Benefits paid / distributions$677.9K
Contributions
Employer$147.9K
Participant$310.7K
Full reported line items
Total assets (EOY)
$5,950,619
Total liabilities (EOY)
$0
Net assets (EOY)
$5,950,619
Employer contributions
$147,903
Participant contributions
$310,651
Total income / additions
$1,214,710
Benefits paid
$677,885
Administrative expenses
$975
Total expenses
$678,860
Net increase / (decrease)
$535,850

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240827155705NAL0017925200001 cover?
It is the 2023 Form 5500 filing for Tag Electric Company Profit Sharing Plan, reported by Tag Electric Company, L.P. (EIN 74-2434119).
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