Tda Research, Inc. Retirement Plan — Form 5500 plan (Tda Research, 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, Tda Research, Inc. Retirement Plan is a benefit plan reported by Tda Research, Inc. under EIN 84-1043375 and plan number 001. The latest loaded filing year is 2023. The filing reports 132 participants and $38,940,200 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tda Research, Inc.
- EIN
- 84-1043375
- Plan number
- 001
- Plan type
- 2
- Location
- Wheat Ridge, CO
- Latest filing year
- 2023
- Participants
- 132
- End-of-year plan assets
- $38,940,200
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 132 | I | 20240626170738NAL0005837763001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $38,940,200
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,940,200
- Net assets (BOY)
- $32,088,675
Income & contributions
- Employer contributions
- $803,285
- Participant contributions
- $1,158,408
- Total income / additions
- $8,120,979
Expenses & distributions
- Benefits paid
- $1,267,824
- Administrative expenses
- -$495
- Total expenses
- $1,269,454
- Net increase / (decrease)
- $6,851,525
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.