2023 Form 5500 filing — Tawani Enterprises Employees' Pension 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 20241011142222NAL0022029633001) for Tawani Enterprises Employees' Pension Plan, reported by Tawani Enterprises, Inc. under EIN 36-4083425 and plan number 002. It reports 151 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011142222NAL0022029633001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tawani Enterprises, Inc.
- EIN
- 36-4083425
- Plan number
- 002
- Location
- Chicago, IL
- Participants
- 151
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,441,457
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,441,457
- Employer contributions
- $1,192,873
- Participant contributions
- $949,536
- Total income / additions
- $5,062,516
- Benefits paid
- $1,456,641
- Administrative expenses
- $80,831
- Total expenses
- $1,537,472
- Net increase / (decrease)
- $3,525,044
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Forusall Advisors LLC | ADVISOR | $49,989 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $30,842 | $0 |