2023 Form 5500 filing — 403(B) Plan Of Tasks Unlimited, Inc.
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 20241015144730NAL0058216642001) for 403(B) Plan Of Tasks Unlimited, Inc., reported by Tasks Unlimited, Inc. under EIN 23-7087205 and plan number 002. It reports 162 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015144730NAL0058216642001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tasks Unlimited, Inc.
- EIN
- 23-7087205
- Plan number
- 002
- Location
- Minneapolis, MN
- Participants
- 162
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,202,019
- Total liabilities (EOY)
- $5,802
- Net assets (EOY)
- $4,196,217
- Employer contributions
- $158,516
- Participant contributions
- $150,845
- Total income / additions
- $943,539
- Benefits paid
- $571,343
- Administrative expenses
- $23,366
- Total expenses
- $594,709
- Net increase / (decrease)
- $348,830
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | CONTRACT ADMINISTRATOR | $22,229 | $0 |
| Sageview Advisory Group | INVESTMENT ADVISORY | $9,771 | not reported in the loaded dataset |
| Eisner Advisory Group LLC | TPA | $5,513 | not reported in the loaded dataset |