2023 Form 5500 filing — Tater Holdings 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 20241004133239NAL0012271457001) for Tater Holdings 401(K) Plan, reported by Tater Holdings Inc. under EIN 86-2004872 and plan number 001. It reports 128 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)$1.2MReported net assets$1,159,831
Participants128
Provider compensation$11.1K1 Schedule C row(s)$11,080
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241004133239NAL0012271457001
Plan sponsor
Tater Holdings Inc.
EIN
86-2004872
Plan number
001
Location
Burley, ID
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)$1.2M total assets
Net assets$1.2MLiabilities
Money in vs. money out
Total income / additions$878.1K
Total expenses$19.6K
Benefits paid / distributions$8.5K
Contributions
Employer$218.8K
Participant$401.3K
Full reported line items
Total assets (EOY)
$1,159,831
Net assets (EOY)
$1,159,831
Employer contributions
$218,784
Participant contributions
$401,332
Total income / additions
$878,070
Benefits paid
$8,514
Administrative expenses
$11,080
Total expenses
$19,594
Net increase / (decrease)
$858,476
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $11.1K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241004133239NAL0012271457001 cover?
It is the 2023 Form 5500 filing for Tater Holdings 401(K) Plan, reported by Tater Holdings Inc. (EIN 86-2004872).
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