2023 Form 5500 filing — 403(B) Thrift Plan Of Taconic Innovations, Inc.

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 20241004133234NAL0012271265001) for 403(B) Thrift Plan Of Taconic Innovations, Inc., reported by Taconic Innovations, Inc. under EIN 22-3729121 and plan number 001. It reports 284 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)$3.1MReported net assets$3,133,460
Participants284
Provider compensation$8821 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241004133234NAL0012271265001
Plan sponsor
Taconic Innovations, Inc.
EIN
22-3729121
Plan number
001
Location
Wappingers Falls, NY
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 H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$3.1M total assets
Net assets$3.1MLiabilities$0
Money in vs. money out
Total income / additions$775.1K
Total expenses$89K
Benefits paid / distributions$88.1K
Contributions
Employer$166.6K
Participant$250K
Full reported line items
Total assets (EOY)
$3,133,460
Total liabilities (EOY)
$0
Net assets (EOY)
$3,133,460
Employer contributions
$166,637
Participant contributions
$250,028
Total income / additions
$775,134
Benefits paid
$88,131
Administrative expenses
$882
Total expenses
$89,013
Net increase / (decrease)
$686,121
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORD KEEPER · Direct $882 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241004133234NAL0012271265001 cover?
It is the 2023 Form 5500 filing for 403(B) Thrift Plan Of Taconic Innovations, Inc., reported by Taconic Innovations, Inc. (EIN 22-3729121).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages