Tacala, LLC 401(K) Retirement Savings Plan — Form 5500 plan (Tacala, LLC)

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, Tacala, LLC 401(K) Retirement Savings Plan is a benefit plan reported by Tacala, LLC under EIN 63-1205373 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,521 participants and $16,134,409 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tacala, LLC
EIN
63-1205373
Plan number
001
Plan type
2
Location
Vestavia Hills, AL
Latest filing year
2023
Participants
2,521
End-of-year plan assets
$16,134,409

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,521H, C20241004133753NAL0011474673001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,134,409
Total liabilities (EOY)
$0
Net assets (EOY)
$16,134,409
Net assets (BOY)
$13,367,073

Income & contributions

Employer contributions
$460,173
Participant contributions
$1,427,489
Total contributions
$1,950,100
Total income / additions
$4,017,985

Expenses & distributions

Benefits paid
$1,203,000
Administrative expenses
$47,649
Total expenses
$1,250,649
Net increase / (decrease)
$2,767,336

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$162,335not reported in the loaded dataset2023

Related Form 5500 pages