2023 Form 5500 filing — Tao Group Operating, LLC 401(K) Profit Sharing 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 20250910133922NAL0013203619001) for Tao Group Operating, LLC 401(K) Profit Sharing Plan And Trust, reported by Tao Group Operating, LLC under EIN 81-4574674 and plan number 001. It reports 3,180 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250910133922NAL0013203619001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tao Group Operating, LLC
- EIN
- 81-4574674
- Plan number
- 001
- Location
- Las Vegas, NV
- Participants
- 3,180
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,582,786
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,582,786
- Employer contributions
- $1,736,617
- Participant contributions
- $3,410,065
- Total income / additions
- $8,046,553
- Benefits paid
- $1,923,264
- Administrative expenses
- $159,186
- Total expenses
- $2,082,450
- Net increase / (decrease)
- $5,964,103
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ameriprise Financial Services Inc | INVESTMENT ADVISORY PLAN | $74,642 | not reported in the loaded dataset |
| Transamerica Retirement Solutions, | RECORDKEEPER | $67,161 | $0 |
| The Retirement Advantage, Inc. | RECORDKEEPER | $17,387 | $0 |
| Usi Advisors Inc. | INVESTMENT ADVISORY PLAN | $0 | not reported in the loaded dataset |