2023 Form 5500 filing — Tactical Engineering & Analysis, Inc. 401(K) 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 20241001133421NAL0007180737001) for Tactical Engineering & Analysis, Inc. 401(K) Plan, reported by Tactical Engineering & Analysis, Inc. under EIN 33-0830317 and plan number 002. It reports 283 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001133421NAL0007180737001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tactical Engineering & Analysis, Inc.
- EIN
- 33-0830317
- Plan number
- 002
- Location
- San Diego, CA
- Participants
- 283
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,360,411
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,360,411
- Employer contributions
- $1,098,767
- Participant contributions
- $2,242,982
- Total income / additions
- $7,855,385
- Benefits paid
- $2,504,516
- Administrative expenses
- $79,876
- Total expenses
- $2,584,392
- Net increase / (decrease)
- $5,270,993
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Integrated Wealth Concepts LLC | ADVISOR | $51,085 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $12,968 | $0 |
| Meihaus Cpa, Pc | ACCOUNTANT/AUDITOR | $12,000 | not reported in the loaded dataset |