2023 Form 5500 filing — Tavo Packaging, Inc. 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 20241010170335NAL0021490849001) for Tavo Packaging, Inc. 401(K) Profit Sharing Plan, reported by Tavo Packaging, Inc. under EIN 23-2050512 and plan number 001. It reports 153 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010170335NAL0021490849001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tavo Packaging, Inc.
- EIN
- 23-2050512
- Plan number
- 001
- Location
- Fairless Hills, PA
- Participants
- 153
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,093,091
- Total liabilities (EOY)
- $17,028
- Net assets (EOY)
- $5,076,063
- Employer contributions
- $148,878
- Participant contributions
- $492,218
- Total income / additions
- $1,304,815
- Benefits paid
- $408,099
- Administrative expenses
- $51,792
- Total expenses
- $479,292
- Net increase / (decrease)
- $825,523
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning, Inc. | N/A | $33,262 | not reported in the loaded dataset |
| At Retirement Services, LLC | N/A | $18,530 | not reported in the loaded dataset |