Tanager Place Employee 403(B) Retirement Plan — Form 5500 plan (Tanager Place)
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, Tanager Place Employee 403(B) Retirement Plan is a benefit plan reported by Tanager Place under EIN 42-0688079 and plan number 001. The latest loaded filing year is 2023. The filing reports 659 participants and $5,027,343 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tanager Place
- EIN
- 42-0688079
- Plan number
- 001
- Plan type
- 2
- Location
- Cedar Rapids, IA
- Latest filing year
- 2023
- Participants
- 659
- End-of-year plan assets
- $5,027,343
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 659 | H, C | 20241009154157NAL0018677521001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,027,343
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,027,343
- Net assets (BOY)
- $4,146,797
Income & contributions
- Employer contributions
- $94,875
- Participant contributions
- $455,272
- Total contributions
- $558,846
- Total income / additions
- $1,073,464
Expenses & distributions
- Benefits paid
- $189,798
- Administrative expenses
- $3,120
- Total expenses
- $192,918
- Net increase / (decrease)
- $880,546
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln Retirement Services | RECORDKEEPER | $27,323 | not reported in the loaded dataset | 2023 |
| Futureplan By Ascensus | THIRD PARTY ADMIN | $21,597 | not reported in the loaded dataset | 2023 |
| Bergankdv | INVESTMENT ADVISOR | $4,000 | not reported in the loaded dataset | 2023 |