2023 Form 5500 filing — Tapani, Inc. Retirement Savings 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 20240910161229NAL0010078304001) for Tapani, Inc. Retirement Savings Plan, reported by Tapani, Inc. under EIN 91-1350790 and plan number 001. It reports 712 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240910161229NAL0010078304001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tapani, Inc.
- EIN
- 91-1350790
- Plan number
- 001
- Location
- Battle Ground, WA
- Participants
- 712
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,003,761
- Total liabilities (EOY)
- $8,130
- Net assets (EOY)
- $39,995,631
- Employer contributions
- $3,249,034
- Participant contributions
- $2,151,902
- Total income / additions
- $11,427,080
- Benefits paid
- $2,891,031
- Administrative expenses
- $200,441
- Total expenses
- $3,092,617
- Net increase / (decrease)
- $8,334,463
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| First Pacific Financial Inc | INVESTMENT ADVISOR | $83,235 | not reported in the loaded dataset |
| Empower Annuity Insurance Co. | RECORDKEEPER | $67,073 | $0 |
| Pension Plan Specialists | TPA | $37,375 | not reported in the loaded dataset |
| Barret & Company | AUDITOR | $34,200 | not reported in the loaded dataset |
| Empower Advisory Group | INVESTMENT MGMT | $19,076 | not reported in the loaded dataset |