Tac Retirement Plan — Form 5500 plan (Tacenergy, 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, Tac Retirement Plan is a benefit plan reported by Tacenergy, LLC under EIN 87-4665900 and plan number 001. The latest loaded filing year is 2023. The filing reports 747 participants and $56,650,357 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tacenergy, LLC
- EIN
- 87-4665900
- Plan number
- 001
- Plan type
- 2
- Location
- Texarkana, TX
- Latest filing year
- 2023
- Participants
- 747
- End-of-year plan assets
- $56,650,357
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 747 | H, C | 20241010192740NAL0011850339001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $56,650,357
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $56,650,357
- Net assets (BOY)
- $50,031,859
Income & contributions
- Employer contributions
- $1,611,090
- Participant contributions
- $1,268,182
- Total contributions
- $3,143,591
- Total income / additions
- $11,314,680
Expenses & distributions
- Benefits paid
- $4,509,423
- Administrative expenses
- $186,759
- Total expenses
- $4,696,182
- Net increase / (decrease)
- $6,618,498
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services | RECORDKEEPER | $87,559 | not reported in the loaded dataset | 2023 |
| Creative Planning | INVESTMENT ADVISOR | $64,375 | not reported in the loaded dataset | 2023 |
| Whitely Penn, Llp | ACCOUNTANT | $18,025 | not reported in the loaded dataset | 2023 |
| Thomas & Thomas, Llp | ACCOUNTANT | $16,800 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | TRUSTEE | $0 | $2,931 | 2023 |
| Mscs Financial Services | TRUSTEE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tacenergy, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Texarkana, TX
- Oneamerica Retirement Services — Schedule C compensation
- Creative Planning — Schedule C compensation
- Whitely Penn, Llp — Schedule C compensation
- Thomas & Thomas, Llp — Schedule C compensation
- Matrix Trust Company — Schedule C compensation
- Mscs Financial Services — Schedule C compensation