2023 Form 5500 filing — Tavant Technologies 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 20241015100401NAL0056925378001) for Tavant Technologies 401(K) Plan, reported by Tavant Technologies, Inc. under EIN 91-2027172 and plan number 001. It reports 394 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)$22.9MReported net assets$22,934,404
Participants394
Provider compensation$13.2K2 Schedule C row(s)$13,175
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015100401NAL0056925378001
Plan sponsor
Tavant Technologies, Inc.
EIN
91-2027172
Plan number
001
Location
Santa Clara, CA
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)$22.9M total assets
Net assets$22.9MLiabilities$0
Money in vs. money out
Total income / additions$6.9M
Total expenses$930.9K
Benefits paid / distributions$873.2K
Contributions
Employer$422.1K
Participant$2.8M
Full reported line items
Total assets (EOY)
$22,934,404
Total liabilities (EOY)
$0
Net assets (EOY)
$22,934,404
Employer contributions
$422,101
Participant contributions
$2,767,597
Total income / additions
$6,866,671
Benefits paid
$873,202
Administrative expenses
$13,175
Total expenses
$930,923
Net increase / (decrease)
$5,935,748
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT/FINANCIAL ADVI · Direct $10K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $3.2K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015100401NAL0056925378001 cover?
It is the 2023 Form 5500 filing for Tavant Technologies 401(K) Plan, reported by Tavant Technologies, Inc. (EIN 91-2027172).
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