Taxgroup Partners, Inc. Defined Benefit Pension Plan — Form 5500 plan (Taxgroup Partners, Inc.)
Plain-English plan 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, Taxgroup Partners, Inc. Defined Benefit Pension Plan is a benefit plan reported by Taxgroup Partners, Inc. under EIN 20-3775276 and plan number 001. The latest loaded filing year is 2023. The filing reports 9 participants and $5,500,601 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Taxgroup Partners, Inc.
- EIN
- 20-3775276
- Plan number
- 001
- Plan type
- 2
- Location
- Agoura Hills, CA
- Latest filing year
- 2023
- Participants
- 9
- End-of-year plan assets
- $5,500,601
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9 | I | 20251013105933NAL0000516099001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $5,500,601
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,500,601
- Net assets (BOY)
- $4,654,572
Income & contributions
- Employer contributions
- $237,229
- Participant contributions
- $0
- Total income / additions
- $854,357
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $8,328
- Net increase / (decrease)
- $846,029
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.