Original filing (PDF)20230126140330NAL0024005506001

TAG Capital Management, Inc.

Name: TAG Capital Management, Inc. — TAG Capital, Form 5500 (2022)
Creator: TAG Capital Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TAG Capital Management, Inc. 401(k) Plan

401(k) retirement plan · TAG Capital Management, Inc.'s TAG Capital Management, Inc. 401(k) Plan filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

KIRT Gilliland signed TAG Capital Management, Inc.'s 2022 Form 5500 as plan administrator.

KIRT Gilliland — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

TAG Capital Management, Inc.'s EIN is 46-1752451.

EIN 46-1752451

Plan number 001

Plan year 2022

ACK ID 20230126140330NAL0024005506001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for TAG Capital Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

TAG Capital Management, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TAG CAPITAL MANAGEMENT, INC..

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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