2023 Form 5500 filing — Taconic Capital Advisors L.P. 401(K) Profit Sharing 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 20241010092927NAL0019869041001) for Taconic Capital Advisors L.P. 401(K) Profit Sharing Plan, reported by Taconic Capital Advisors L.P. under EIN 20-5826144 and plan number 001. It reports 164 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010092927NAL0019869041001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Taconic Capital Advisors L.P.
- EIN
- 20-5826144
- Plan number
- 001
- Location
- New York, NY
- Participants
- 164
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $59,997,927
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $59,997,927
- Employer contributions
- $1,224,947
- Participant contributions
- $1,882,725
- Total income / additions
- $13,654,709
- Benefits paid
- $3,761,693
- Administrative expenses
- $22,085
- Total expenses
- $3,783,778
- Net increase / (decrease)
- $9,870,931
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch | CONSULTANT | $10,620 | not reported in the loaded dataset |
| Cohn Reznick Llp | ACCOUNTANT/AUDITOR | $9,723 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $1,823 | $0 |