2023 Form 5500 filing — Tanner LLC Retirement 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 20241002163213NAL0014900016001) for Tanner LLC Retirement Plan, reported by Tanner LLC under EIN 20-2253063 and plan number 001. It reports 261 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002163213NAL0014900016001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tanner LLC
- EIN
- 20-2253063
- Plan number
- 001
- Location
- Salt Lake City, UT
- Participants
- 261
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,971,151
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,971,151
- Employer contributions
- $1,487,735
- Participant contributions
- $1,634,501
- Total income / additions
- $6,973,624
- Benefits paid
- $490,781
- Administrative expenses
- $97,730
- Total expenses
- $588,511
- Net increase / (decrease)
- $6,385,113
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $76,741 | $0 |
| Global Retirement Partners, LLC | INVESTMENT ADVISORY | $0 | $38,810 |
| National Benefit Services, LLC | CONTRACT ADMINISTRATOR | $13,990 | $9,837 |
| Hutchinson And Bolldgood | ACCOUNTANT | $7,000 | not reported in the loaded dataset |