Tapia Brothers 401k — Form 5500 plan (Tapia Brothers)
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, Tapia Brothers 401k is a benefit plan reported by Tapia Brothers under EIN 95-3965613 and plan number 001. The latest loaded filing year is 2023. The filing reports 328 participants and $4,001,120 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$4MPlan net assets, end of year$4,001,120
Participants328Covered participants reported
Assets / participant$12.2KComputed: assets ÷ participants$12,199 (computed)
Provider compensation$21.6K5 Schedule C provider row(s)$21,626
- Plan sponsor
- Tapia Brothers
- EIN
- 95-3965613
- Plan number
- 001
- Plan type
- 2
- Location
- Maywood, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 328 | H, C | 20241001180939NAL0003506147001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$4M total assets
Net assets$4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $4,001,120
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,001,120
- Net assets (BOY)
- $3,025,131
Income & contributions
- Employer contributions
- $285,034
- Participant contributions
- $466,225
- Total contributions
- $751,259
- Total income / additions
- $1,053,546
Expenses & distributions
- Benefits paid
- $75,839
- Administrative expenses
- $381
- Total expenses
- $77,557
- Net increase / (decrease)
- $975,989
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
38%62%
Employer 38%Participant 62%
Total expenses ÷ net assets2%Computed ratio
Benefits paid ÷ total income7%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Emanuel Avina Dba Avina Financial | INVESTMENT ADVISOR | $17,322 | not reported in the loaded dataset | 2023 |
| Catalina Capital Group LLC | INVESTMENT MGMT | $2,408 | not reported in the loaded dataset | 2023 |
| Dyatech, LLC | CONTRACT ADMIN | $1,015 | $0 | 2023 |
| Empower Annuity Insurance Co Of Ame | RECORD KEEPER | $854 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $27 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tapia Brothers
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Maywood, CA
- Emanuel Avina Dba Avina Financial — Schedule C compensation
- Catalina Capital Group LLC — Schedule C compensation
- Dyatech, LLC — Schedule C compensation
- Empower Annuity Insurance Co Of Ame — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation