2023 Form 5500 filing — Tanimura & Antle, 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 20241001145106NAL0011948320001) for Tanimura & Antle, Inc. Profit Sharing 401(K) Plan, reported by Tanimura & Antle Inc. under EIN 94-2906792 and plan number 002. It reports 4,233 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001145106NAL0011948320001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tanimura & Antle Inc.
- EIN
- 94-2906792
- Plan number
- 002
- Location
- Salinas, CA
- Participants
- 4,233
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $109,153,669
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $109,153,669
- Employer contributions
- $2,772,612
- Participant contributions
- $4,686,518
- Total income / additions
- $20,442,608
- Benefits paid
- $7,568,228
- Administrative expenses
- $200,342
- Total expenses
- $7,774,506
- Net increase / (decrease)
- $12,668,102
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $166,454 | $0 |
| Raymond James | NONE | $26,703 | not reported in the loaded dataset |
| Clifton Larson Allen Wealth Advisor | NONE | $21,105 | not reported in the loaded dataset |
| Hayashi & Wayland Accounting & Cons | NONE | $18,250 | not reported in the loaded dataset |
| Concurrent Investment Advisors LLC | NONE | $13,297 | not reported in the loaded dataset |