Plan5500

Tahoma Enterprises, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Tahoma Enterprises, 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, Tahoma Enterprises, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Tahoma Enterprises, Inc. under EIN 20-8466684 and plan number 001. The latest loaded filing year is 2023. The filing reports 200 participants and $4,553,933 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tahoma Enterprises, Inc.
EIN
20-8466684
Plan number
001
Plan type
2
Location
Wooster, OH
Latest filing year
2023
Participants
200
End-of-year plan assets
$4,553,933

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023200H, C20250320143807NAL0013296450001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,553,933
Total liabilities (EOY)
$0
Net assets (EOY)
$4,553,933
Net assets (BOY)
$4,103,260

Income & contributions

Employer contributions
$163,127
Participant contributions
$269,620
Total contributions
$432,747
Total income / additions
$1,058,148

Expenses & distributions

Benefits paid
$580,612
Administrative expenses
$26,863
Total expenses
$607,475
Net increase / (decrease)
$450,673

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
July Business Services 401(K) PlanRECORDKEEPER$16,551not reported in the loaded dataset2023
Whitaker Myers Wealth Managers, LtdINVESTMENT ADVISORY$10,312not reported in the loaded dataset2023

Related Form 5500 pages