2023 Form 5500 filing — Tag Management, Inc. Employee Stock Ownership Plan And Trust Agreement

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 20240912132913NAL0010181281001) for Tag Management, Inc. Employee Stock Ownership Plan And Trust Agreement, reported by Tag Management, Inc. under EIN 33-0879925 and plan number 002. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$204.4KReported net assets$204,432
Participants3
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240912132913NAL0010181281001
Plan sponsor
Tag Management, Inc.
EIN
33-0879925
Plan number
002
Location
La Jolla, CA
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)$204.4K total assets
Net assets$204.4KLiabilities
Money in vs. money out
Total income / additions$31K
Total expenses$273
Benefits paid / distributions$0
Contributions
Employer$31K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$204,432
Net assets (EOY)
$204,432
Employer contributions
$31,034
Total income / additions
$31,034
Benefits paid
$0
Total expenses
$273
Net increase / (decrease)
$30,761

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240912132913NAL0010181281001 cover?
It is the 2023 Form 5500 filing for Tag Management, Inc. Employee Stock Ownership Plan And Trust Agreement, reported by Tag Management, Inc. (EIN 33-0879925).
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