2023 Form 5500 filing — T.A. Systems, Inc. Integrated 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 20241011132854NAL0038851360001) for T.A. Systems, Inc. Integrated 401 (K) Profit Sharing Plan, reported by T.A. Systems, Inc. under EIN 38-3353738 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)$13.3MReported net assets$13,264,699
Participants128
Provider compensation$1.9K1 Schedule C row(s)$1,930
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011132854NAL0038851360001
Plan sponsor
T.A. Systems, Inc.
EIN
38-3353738
Plan number
001
Location
Rochester Hills, MI
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)$13.3M total assets
Net assets$13.3MLiabilities$0
Money in vs. money out
Total income / additions$3.2M
Total expenses$952.2K
Benefits paid / distributions$949K
Contributions
Employer$368.2K
Participant$746.9K
Full reported line items
Total assets (EOY)
$13,264,699
Total liabilities (EOY)
$0
Net assets (EOY)
$13,264,699
Employer contributions
$368,242
Participant contributions
$746,924
Total income / additions
$3,241,666
Benefits paid
$949,032
Administrative expenses
$3,215
Total expenses
$952,247
Net increase / (decrease)
$2,289,419
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $1.9K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011132854NAL0038851360001 cover?
It is the 2023 Form 5500 filing for T.A. Systems, Inc. Integrated 401 (K) Profit Sharing Plan, reported by T.A. Systems, Inc. (EIN 38-3353738).
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