2023 Form 5500 filing — Take2 Consulting, LLC 401(K) Ret
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 20240920050810NAL0012311648001) for Take2 Consulting, LLC 401(K) Ret, reported by Take2 Consulting, LLC under EIN 47-2507011 and plan number 001. It reports 599 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$11.6MReported net assets$11,608,684
Participants599
Provider compensation$14.7K3 Schedule C row(s)$14,700
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240920050810NAL0012311648001
- Plan sponsor
- Take2 Consulting, LLC
- EIN
- 47-2507011
- Plan number
- 001
- Location
- Vienna, VA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$11.6M total assets
Net assets$11.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $11,608,684
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,608,684
- Employer contributions
- $297,730
- Participant contributions
- $3,063,651
- Total income / additions
- $6,477,980
- Benefits paid
- $1,625,451
- Administrative expenses
- $14,701
- Total expenses
- $1,660,494
- Net increase / (decrease)
- $4,817,486
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $14,700 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |
| Cetera Advisors | ADVISOR | $0 | $0 |