Tarditi, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Tarditi, 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, Tarditi, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Tarditi, Inc. under EIN 83-1247148 and plan number 003. The latest loaded filing year is 2023. The filing reports 127 participants and $7,113,323 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tarditi, Inc.
- EIN
- 83-1247148
- Plan number
- 003
- Plan type
- 2
- Location
- Lodi, CA
- Latest filing year
- 2023
- Participants
- 127
- End-of-year plan assets
- $7,113,323
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 127 | H, C | 20250113173021NAL0018551937001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,113,323
- Net assets (EOY)
- $7,113,323
- Net assets (BOY)
- $6,372,428
Income & contributions
- Employer contributions
- $314,145
- Participant contributions
- $385,890
- Total contributions
- $700,035
- Total income / additions
- $1,639,769
Expenses & distributions
- Benefits paid
- $858,079
- Administrative expenses
- $40,795
- Total expenses
- $898,874
- Net increase / (decrease)
- $740,895
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Findec Benefit Services, Inc. | TPA RECORDKEEPER | $21,170 | $0 | 2023 |
| Bfc Planning Inc | INVESTMENT ADVISER | $13,858 | $0 | 2023 |
| Findec Wealth Services, Inc. | INVESTMENT MANAGER | $4,666 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | CUSTODIAN | $0 | $3,914 | 2023 |
| Charles Schwab & Co | SECURITIES BROKERAGE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tarditi, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Lodi, CA
- Findec Benefit Services, Inc. — Schedule C compensation
- Bfc Planning Inc — Schedule C compensation
- Findec Wealth Services, Inc. — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co — Schedule C compensation