Tal Holdings — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Tal Holdings (EIN 45-2504780) is a plan sponsor located in Vancouver, WA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
45-2504780
Location
Vancouver, WA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$9,563,581
Total reported liabilities (EOY)
$34,588
Total reported net assets (EOY)
$9,528,993

Contributions & income

Employer contributions
$927,522
Participant contributions
$1,521,420
Total income / additions
$3,863,353

Expenses & distributions

Benefits paid / distributions
$831,629
Total expenses
$887,118
Net increase / (decrease)
$2,976,235

Coverage

Total reported participants
858
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Tal Holdings plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Tal Holdings, LLC 401(K) Retirement Plan002465$9,563,5812023
Tal Holdings Benefit Plan502393not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Tal Holdings
YearPlanParticipantsSchedulesFiling
2023Tal Holdings Benefit Plan39320241002080320NAL0004657987001
2023Tal Holdings, LLC 401(K) Retirement Plan465H, C20241126150440NAL0002464867001

Related Form 5500 pages