401(k)
2022 plan-year 401(k) DOL Form 5500

TAAG 401(K) SALARY REDUCTION PLAN & TRUST

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

TAAG, INC.

This 401(k) plan holds $4M in total assets and serves 97 participants as of 2022. It is sponsored by TAAG, INC. in Indiana. The plan reported a net loss of $613K for the year.

Total Assets (2023)
$4M
Participants
97
State
Industry
Retail Trade

What the Filing Says About TAAG 401(K) SALARY REDUCTION PLAN & TRUST

TAAG 401(K) SALARY REDUCTION PLAN & TRUST is a 401(k) retirement plan sponsored by TAAG, INC., headquartered in Indiana. As of the 2022 Form 5500 filing, the plan reports $4M in total end-of-year assets and covers 97 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 843551439, and the plan has been effective since 1993-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $5M at the beginning of 2022 to $4M at year-end — a decline of 12.5%. Net assets (after liabilities) closed the year at $4M, with reported net income of $-613,359 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$5M
Total Assets (End of Year)$4M
Net Assets (End of Year)$4M
Net Income$-613,359
Plan Type401(k)
Employer EIN843551439
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

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Frequently Asked Questions

How much money is in the TAAG 401(K) SALARY REDUCTION PLAN & TRUST?
As of the 2022 Form 5500 filing, TAAG 401(K) SALARY REDUCTION PLAN & TRUST holds $4M in total assets with 97 participants. It is sponsored by TAAG, INC..
What type of plan is TAAG 401(K) SALARY REDUCTION PLAN & TRUST?
TAAG 401(K) SALARY REDUCTION PLAN & TRUST is a 401(k) plan. It has been effective since 1993-01-01. The plan is filed with the U.S. Department of Labor under EIN 843551439.
Who sponsors the TAAG 401(K) SALARY REDUCTION PLAN & TRUST?
TAAG 401(K) SALARY REDUCTION PLAN & TRUST is sponsored by TAAG, INC., located in Indiana. The sponsor's EIN is 843551439 and the plan operates in the Retail Trade industry.
How did TAAG 401(K) SALARY REDUCTION PLAN & TRUST perform in 2022?
TAAG 401(K) SALARY REDUCTION PLAN & TRUST declined by 12.5% during 2022, moving from $5M to $4M in total assets. Net income was $-613,359.
Where can I find official filings for TAAG 401(K) SALARY REDUCTION PLAN & TRUST?
Official Form 5500 filings for TAAG 401(K) SALARY REDUCTION PLAN & TRUST are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 843551439 or plan name at efast.dol.gov.
How does TAAG 401(K) SALARY REDUCTION PLAN & TRUST compare to other plans?
You can compare TAAG 401(K) SALARY REDUCTION PLAN & TRUST against other 401(k) plans on the plan type page, or view plans in Indiana on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 843551439.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.