2023 Form 5500 filing — Templeton & Companies 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 20241007144542NAL0015350737001) for Templeton & Companies Profit Sharing & 401(K) Plan, reported by Templeton Coal Company, Inc. under EIN 35-0704130 and plan number 002. It reports 224 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007144542NAL0015350737001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Templeton Coal Company, Inc.
- EIN
- 35-0704130
- Plan number
- 002
- Location
- Terre Haute, IN
- Participants
- 224
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,169,053
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,169,053
- Employer contributions
- $324,722
- Participant contributions
- $753,479
- Total income / additions
- $4,052,022
- Benefits paid
- $1,270,467
- Administrative expenses
- $33,809
- Total expenses
- $1,306,469
- Net increase / (decrease)
- $2,745,553
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $23,809 | $0 |
| Old National Wealth Management | PLAN SPONSOR | $10,000 | not reported in the loaded dataset |