Tastefully Simple, Inc. 401(K) Plan & Trust — Form 5500 plan (Tastefully Simple, 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, Tastefully Simple, Inc. 401(K) Plan & Trust is a benefit plan reported by Tastefully Simple, Inc. under EIN 41-1811345 and plan number 001. The latest loaded filing year is 2023. The filing reports 143 participants and $17,054,325 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tastefully Simple, Inc.
EIN
41-1811345
Plan number
001
Plan type
2
Location
Alexandria, MN
Latest filing year
2023
Participants
143
End-of-year plan assets
$17,054,325

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023143H, C20240821140320NAL0004007473001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,054,325
Total liabilities (EOY)
$0
Net assets (EOY)
$17,054,325
Net assets (BOY)
$15,961,753

Income & contributions

Employer contributions
$0
Participant contributions
$323,092
Total contributions
$323,092
Total income / additions
$2,968,267

Expenses & distributions

Benefits paid
$1,870,262
Administrative expenses
$2,808
Total expenses
$1,875,695
Net increase / (decrease)
$1,092,572

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capital Group Retirement Plan Svcs.RECORDKEEPER$2,808$02023

Related Form 5500 pages