Original filing (PDF)20241119114542NAL0005213538001

J.T. TAI & CO. INC.

Name: J.T. TAI & CO. INC. — J.T. TAI & CO. INC. MONEY PURCHASE PLAN, Form 5500 (2023)
Creator: J.T. TAI & CO. INC.

Form 5500-SF

FILING_RECEIVED

J.T. TAI & CO. INC. MONEY PURCHASE PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for J.T. TAI & CO. INC..

Plan sponsor

Name

J.T. TAI & CO. INC.

EIN

13-1621698all filings

Address

18 EAST 67TH STREET · NEW YORK, NY · 10065

Phone

(212) 288-5242

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-11-15

Filed

2024-11-19

Pension benefit codes

2C · Money purchase (other than target benefit)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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