Plan5500

403(B) Plan Of Tasks Unlimited, Inc. — Form 5500 plan (Tasks Unlimited, 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, 403(B) Plan Of Tasks Unlimited, Inc. is a benefit plan reported by Tasks Unlimited, Inc. under EIN 23-7087205 and plan number 002. The latest loaded filing year is 2023. The filing reports 162 participants and $4,202,019 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tasks Unlimited, Inc.
EIN
23-7087205
Plan number
002
Plan type
2
Location
Minneapolis, MN
Latest filing year
2023
Participants
162
End-of-year plan assets
$4,202,019

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023162H, C20241015144730NAL0058216642001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,202,019
Total liabilities (EOY)
$5,802
Net assets (EOY)
$4,196,217
Net assets (BOY)
$3,847,387

Income & contributions

Employer contributions
$158,516
Participant contributions
$150,845
Total contributions
$309,361
Total income / additions
$943,539

Expenses & distributions

Benefits paid
$571,343
Administrative expenses
$23,366
Total expenses
$594,709
Net increase / (decrease)
$348,830

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationCONTRACT ADMINISTRATOR$22,229$02023
Sageview Advisory GroupINVESTMENT ADVISORY$9,771not reported in the loaded dataset2023
Eisner Advisory Group LLCTPA$5,513not reported in the loaded dataset2023

Related Form 5500 pages