2023 Form 5500 filing — Ebacon Pooled Employer 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 20241015192322NAL0059365730002) for Ebacon Pooled Employer Plan, reported by Tag Employer Services, Inc under EIN 73-1681659 and plan number 002. It reports 2,044 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$3.2MReported net assets$3,161,652
Participants2K2,044
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241015192322NAL0059365730002
Plan sponsor
Tag Employer Services, Inc
EIN
73-1681659
Plan number
002
Location
Phoenix, AZ
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)$3.2M total assets
Net assets$3.2MLiabilities
Money in vs. money out
Total income / additions$16.5M
Total expenses$17.6M
Benefits paid / distributions$17.6M
Contributions
Employer$14.8M
Participant$576.6K
Full reported line items
Total assets (EOY)
$3,161,652
Net assets (EOY)
$3,161,652
Employer contributions
$14,756,129
Participant contributions
$576,631
Total income / additions
$16,530,406
Benefits paid
$17,620,844
Administrative expenses
$11,942
Total expenses
$17,632,786
Net increase / (decrease)
-$1,102,380

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015192322NAL0059365730002 cover?
It is the 2023 Form 5500 filing for Ebacon Pooled Employer Plan, reported by Tag Employer Services, Inc (EIN 73-1681659).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages