Tacony Corporation Retirement Plan — Form 5500 plan (Tacony Corporation)
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, Tacony Corporation Retirement Plan is a benefit plan reported by Tacony Corporation under EIN 43-0742269 and plan number 002. The latest loaded filing year is 2023. The filing reports 473 participants and $43,996,630 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tacony Corporation
- EIN
- 43-0742269
- Plan number
- 002
- Plan type
- 2
- Location
- Fenton, MO
- Latest filing year
- 2023
- Participants
- 473
- End-of-year plan assets
- $43,996,630
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 473 | H, C | 20240920140934NAL0007933841001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $43,996,630
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,996,630
- Net assets (BOY)
- $36,513,518
Income & contributions
- Employer contributions
- $1,761,339
- Participant contributions
- $1,530,717
- Total contributions
- $3,348,136
- Total income / additions
- $9,169,455
Expenses & distributions
- Benefits paid
- $1,507,052
- Administrative expenses
- $179,291
- Total expenses
- $1,686,343
- Net increase / (decrease)
- $7,483,112
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Moneta Group LLC | NONE | $90,732 | not reported in the loaded dataset | 2023 |
| Epic Retirement Plan Services | NONE | $88,559 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $13,153 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tacony Corporation
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Fenton, MO
- Moneta Group LLC — Schedule C compensation
- Epic Retirement Plan Services — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation