2023 Form 5500 filing — Tahoma Enterprises, Inc. 401(K) Profit Sharing 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 20250320143807NAL0013296450001) for Tahoma Enterprises, Inc. 401(K) Profit Sharing Plan, reported by Tahoma Enterprises, Inc. under EIN 20-8466684 and plan number 001. It reports 200 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)$4.6MReported net assets$4,553,933
Participants200
Provider compensation$26.9K2 Schedule C row(s)$26,863
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250320143807NAL0013296450001
- Plan sponsor
- Tahoma Enterprises, Inc.
- EIN
- 20-8466684
- Plan number
- 001
- Location
- Wooster, OH
- Received date
- not reported in the loaded dataset
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)$4.6M total assets
Net assets$4.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $4,553,933
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,553,933
- Employer contributions
- $163,127
- Participant contributions
- $269,620
- Total income / additions
- $1,058,148
- Benefits paid
- $580,612
- Administrative expenses
- $26,863
- Total expenses
- $607,475
- Net increase / (decrease)
- $450,673
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| July Business Services 401(K) Plan | RECORDKEEPER | $16,551 | not reported in the loaded dataset |
| Whitaker Myers Wealth Managers, Ltd | INVESTMENT ADVISORY | $10,312 | not reported in the loaded dataset |