Plan5500

Tag(K) Pooled Employer Plan — Form 5500 plan (Plan Compliance Services, 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, Tag(K) Pooled Employer Plan is a benefit plan reported by Plan Compliance Services, Inc. under EIN 59-3708427 and plan number 010. The latest loaded filing year is 2023. The filing reports 294 participants and $9,345,820 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Plan Compliance Services, Inc.
EIN
59-3708427
Plan number
010
Plan type
3
Location
Clearwater, FL
Latest filing year
2023
Participants
294
End-of-year plan assets
$9,345,820

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023294H, C20250414144244NAL0003652498001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,345,820
Total liabilities (EOY)
$0
Net assets (EOY)
$9,345,820
Net assets (BOY)
$2,822,445

Income & contributions

Employer contributions
$2,717,570
Participant contributions
$3,455,094
Total contributions
$6,646,370
Total income / additions
$7,659,924

Expenses & distributions

Benefits paid
$1,045,922
Administrative expenses
$90,627
Total expenses
$1,136,549
Net increase / (decrease)
$6,523,375

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tag AdvisorsOTHER FEES$3,248$12,3082023
Cambridge Investment Group IncOTHER FEES$0$13,0432023

Related Form 5500 pages