Tahari Ltd. Employee Savings Plan And Trust — Form 5500 plan (Tahari 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, Tahari Ltd. Employee Savings Plan And Trust is a benefit plan reported by Tahari LLC under EIN 85-0515032 and plan number 001. The latest loaded filing year is 2023. The filing reports 311 participants and $15,026,158 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tahari LLC
- EIN
- 85-0515032
- Plan number
- 001
- Plan type
- 2
- Location
- Millburn, NJ
- Latest filing year
- 2023
- Participants
- 311
- End-of-year plan assets
- $15,026,158
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 311 | H, C | 20250117092238NAL0024846801001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,026,158
- Total liabilities (EOY)
- $4
- Net assets (EOY)
- $15,026,154
- Net assets (BOY)
- $14,765,394
Income & contributions
- Participant contributions
- $330,290
- Total contributions
- $350,103
- Total income / additions
- $2,403,086
Expenses & distributions
- Benefits paid
- $2,092,234
- Administrative expenses
- $50,092
- Total expenses
- $2,142,326
- Net increase / (decrease)
- $260,760
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alliant Retirement Services | ADVISOR CONSULTANT | $39,728 | not reported in the loaded dataset | 2023 |
| Fidelity Investments | RECORDKEEPER | $8,509 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $1,854 | not reported in the loaded dataset | 2023 |