2023 Form 5500 filing — Tanner Research, Inc. Profit Sharing 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240930151657NAL0002718227001) for Tanner Research, Inc. Profit Sharing 401(K) Plan, reported by Tanner Research, Inc. under EIN 95-4163780 and plan number 001. It reports 43 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240930151657NAL0002718227001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tanner Research, Inc.
- EIN
- 95-4163780
- Plan number
- 001
- Location
- Duarte, CA
- Participants
- 43
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,456,720
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,456,720
- Employer contributions
- $72,374
- Participant contributions
- $204,074
- Total income / additions
- $2,685,790
- Benefits paid
- $363,403
- Administrative expenses
- $21,047
- Total expenses
- $384,450
- Net increase / (decrease)
- $2,301,340
- Schedule source
- Schedule I