Tapani, Inc. Retirement Savings Plan — Form 5500 plan (Tapani, 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, Tapani, Inc. Retirement Savings Plan is a benefit plan reported by Tapani, Inc. under EIN 91-1350790 and plan number 001. The latest loaded filing year is 2023. The filing reports 712 participants and $40,003,761 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tapani, Inc.
- EIN
- 91-1350790
- Plan number
- 001
- Plan type
- 2
- Location
- Battle Ground, WA
- Latest filing year
- 2023
- Participants
- 712
- End-of-year plan assets
- $40,003,761
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 712 | H, C | 20240910161229NAL0010078304001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,003,761
- Total liabilities (EOY)
- $8,130
- Net assets (EOY)
- $39,995,631
- Net assets (BOY)
- $31,661,168
Income & contributions
- Employer contributions
- $3,249,034
- Participant contributions
- $2,151,902
- Total contributions
- $5,506,540
- Total income / additions
- $11,427,080
Expenses & distributions
- Benefits paid
- $2,891,031
- Administrative expenses
- $200,441
- Total expenses
- $3,092,617
- Net increase / (decrease)
- $8,334,463
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| First Pacific Financial Inc | INVESTMENT ADVISOR | $83,235 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co. | RECORDKEEPER | $67,073 | $0 | 2023 |
| Pension Plan Specialists | TPA | $37,375 | not reported in the loaded dataset | 2023 |
| Barret & Company | AUDITOR | $34,200 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group | INVESTMENT MGMT | $19,076 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tapani, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Battle Ground, WA
- First Pacific Financial Inc — Schedule C compensation
- Empower Annuity Insurance Co. — Schedule C compensation
- Pension Plan Specialists — Schedule C compensation
- Barret & Company — Schedule C compensation
- Empower Advisory Group — Schedule C compensation