2023 Form 5500 filing — Tahari Ltd. Employee Savings Plan And 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 20250117092238NAL0024846801001) for Tahari Ltd. Employee Savings Plan And Trust, reported by Tahari LLC under EIN 85-0515032 and plan number 001. It reports 311 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250117092238NAL0024846801001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tahari LLC
- EIN
- 85-0515032
- Plan number
- 001
- Location
- Millburn, NJ
- Participants
- 311
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,026,158
- Total liabilities (EOY)
- $4
- Net assets (EOY)
- $15,026,154
- Participant contributions
- $330,290
- Total income / additions
- $2,403,086
- Benefits paid
- $2,092,234
- Administrative expenses
- $50,092
- Total expenses
- $2,142,326
- Net increase / (decrease)
- $260,760
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alliant Retirement Services | ADVISOR CONSULTANT | $39,728 | not reported in the loaded dataset |
| Fidelity Investments | RECORDKEEPER | $8,509 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $1,854 | not reported in the loaded dataset |