2023 Form 5500 filing — T.A.S.C. Inc. Employee Retirement 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 20240926130043NAL0000799153001) for T.A.S.C. Inc. Employee Retirement Plan, reported by T.A.S.C. Inc. under EIN 36-2870923 and plan number 001. It reports 336 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)$6.9MReported net assets$6,900,845
Participants336
Provider compensation$46.3K2 Schedule C row(s)$46,289
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240926130043NAL0000799153001
Plan sponsor
T.A.S.C. Inc.
EIN
36-2870923
Plan number
001
Location
Chicago, IL
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)$6.9M total assets
Net assets$6.9MLiabilities$0
Money in vs. money out
Total income / additions$2.6M
Total expenses$946.3K
Benefits paid / distributions$896.2K
Contributions
Employer$1.2M
Participant$648.1K
Full reported line items
Total assets (EOY)
$6,900,845
Total liabilities (EOY)
$0
Net assets (EOY)
$6,900,845
Employer contributions
$1,200,000
Participant contributions
$648,053
Total income / additions
$2,645,308
Benefits paid
$896,186
Administrative expenses
$50,122
Total expenses
$946,308
Net increase / (decrease)
$1,699,000

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Ascensus LLCNONE$32,934$0
Cliftonlarsonallen Wealth AdvisorsNONE$13,355not reported in the loaded dataset

Related Form 5500 pages