Plan5500

Tag Manufacturing, Inc. 401(K) Plan — Form 5500 plan (Tag Manufacturing, 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 Manufacturing, Inc. 401(K) Plan is a benefit plan reported by Tag Manufacturing, Inc. under EIN 72-1578630 and plan number 001. The latest loaded filing year is 2023. The filing reports 292 participants and $5,146,697 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$5.1MPlan net assets, end of year$5,117,706
Participants292Covered participants reported
Assets / participant$17.6KComputed: assets ÷ participants$17,626 (computed)
Provider compensation$30.4K4 Schedule C provider row(s)$30,436
Plan sponsor
Tag Manufacturing, Inc.
EIN
72-1578630
Plan number
001
Plan type
2
Location
Chattanooga, TN
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    292 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$5.1M total assets
Net assets$5.1MLiabilities$29K
Money in vs. money out
Total income / additions$1.6M
Total expenses$496.2K
Benefits paid / distributions$465.4K
Contributions
Employer$336.9K
Participant$590.2K
Full reported line items

Net assets

Total assets (EOY)
$5,146,697
Total liabilities (EOY)
$28,991
Net assets (EOY)
$5,117,706
Net assets (BOY)
$3,989,655

Income & contributions

Employer contributions
$336,932
Participant contributions
$590,164
Total contributions
$952,485
Total income / additions
$1,624,292

Expenses & distributions

Benefits paid
$465,359
Administrative expenses
$30,882
Total expenses
$496,241
Net increase / (decrease)
$1,128,051
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 36%Participant 64%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income29%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Transamerica Life Insurance Company$14.6K
    RECORDKEEPER · Direct $14.6K · Indirect $0
  2. 2
    Wells Fargo Advisors$13K
    INVESTMENT ADV · Direct $13K
  3. 3
    Erisa Services, Inc.$1.9K
    RECORDKEEPER · Direct $1.9K · Indirect $0
  4. 4
    Mesirow Financial, Inc.$895
    INVESTMENT ADV · Direct $895

What to inspect next

Frequently asked questions

Who sponsors the Tag Manufacturing, Inc. 401(K) Plan?
Tag Manufacturing, Inc. 401(K) Plan is reported as sponsored by Tag Manufacturing, Inc. (EIN 72-1578630, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Tag Manufacturing, Inc. 401(K) Plan?
The latest Form 5500 filing year loaded for Tag Manufacturing, Inc. 401(K) Plan is 2023.
How many participants does Tag Manufacturing, Inc. 401(K) Plan report?
Tag Manufacturing, Inc. 401(K) Plan reports 292 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Tag Manufacturing, Inc. 401(K) Plan?
Tag Manufacturing, Inc. 401(K) Plan reports $5,146,697 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages