Original filing (PDF)20250625131129NAL0019426194001

TAPPAN FREE LIBRARY DBA TAPPAN LIBRARY

Name: TAPPAN FREE LIBRARY DBA TAPPAN LIBRARY — TAPPAN LIBRARY 403(B) PLAN, Form 5500 (2024)
Creator: TAPPAN FREE LIBRARY DBA TAPPAN LIBRARY

Form 5500-SF

FILING_RECEIVED

TAPPAN LIBRARY 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TAPPAN FREE LIBRARY DBA TAPPAN LIBRARY.

Plan sponsor

Name

TAPPAN FREE LIBRARY DBA TAPPAN LIBRARY

EIN

13-1974005

Address

93 MAIN STREET · TAPPAN, NY · 10983

Phone

(845) 359-3877

Industry

Information / Tech / Mediasee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-25

Pension benefit codes

2M · 403(b)(7) custodial accounts

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

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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