2023 Form 5500 filing — Tafapolsky & Smith Llp 401(K) Profit Sharing Plan & Trust
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 20241015201219NAL0029582673001) for Tafapolsky & Smith Llp 401(K) Profit Sharing Plan & Trust, reported by Tafapolsky & Smith Llp under EIN 94-3359861 and plan number 001. It reports 131 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015201219NAL0029582673001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tafapolsky & Smith Llp
- EIN
- 94-3359861
- Plan number
- 001
- Location
- San Francisco, CA
- Participants
- 131
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,114,441
- Net assets (EOY)
- $11,114,441
- Employer contributions
- $716,682
- Participant contributions
- $965,905
- Total income / additions
- $4,349,268
- Benefits paid
- $3,142,389
- Administrative expenses
- $20,572
- Total expenses
- $3,165,884
- Net increase / (decrease)
- $1,183,384
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ep Wealth Advisors LLC | NONE | $8,851 | not reported in the loaded dataset |
| Evercore Wealth Management LLC | NONE | $7,942 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $162 | $0 |