Take Control Inc. 401(K) Plan — Form 5500 plan (Take Control 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, Take Control Inc. 401(K) Plan is a benefit plan reported by Take Control Inc. under EIN 27-2564622 and plan number 001. The latest loaded filing year is 2023. The filing reports 8 participants and $375,629 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Take Control Inc.
- EIN
- 27-2564622
- Plan number
- 001
- Plan type
- 2
- Location
- San Angelo, TX
- Latest filing year
- 2023
- Participants
- 8
- End-of-year plan assets
- $375,629
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8 | I | 20241111163722NAL0015223777001 |
| 2023 | 5 | I | 20241111164120NAL0015226753001 |
| 2023 | 6 | I | 20241111164157NAL0016688417001 |
| 2023 | 4 | I | 20241111164242NAL0015227873001 |
| 2023 | 5 | I | 20241111164318NAL0016688497001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $375,629
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $375,629
- Net assets (BOY)
- $319,530
Income & contributions
- Employer contributions
- $9,061
- Participant contributions
- $31,190
- Total income / additions
- $57,245
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $1,146
- Net increase / (decrease)
- $56,099
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.