Plan5500

Tasi Holdings 401(K) Plan — Form 5500 plan (Tasi Holdings, 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, Tasi Holdings 401(K) Plan is a benefit plan reported by Tasi Holdings, Inc. under EIN 56-2394552 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,540 participants and $131,451,047 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tasi Holdings, Inc.
EIN
56-2394552
Plan number
001
Plan type
2
Location
Harrison, OH
Latest filing year
2023
Participants
1,540
End-of-year plan assets
$131,451,047

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,540H, C20241008084453NAL0017304177001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$131,451,047
Total liabilities (EOY)
$0
Net assets (EOY)
$131,451,047
Net assets (BOY)
$96,618,856

Income & contributions

Employer contributions
$3,950,297
Participant contributions
$8,627,381
Total contributions
$14,478,655
Total income / additions
$33,483,942

Expenses & distributions

Benefits paid
$13,546,903
Administrative expenses
$126,137
Total expenses
$13,676,699
Net increase / (decrease)
$19,807,243

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cetera Advisors LLCINVESTMENT ADVISOR$101,097not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$13,236not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$11,804$02023

Related Form 5500 pages