2023 Form 5500 filing — Talley Construction Company & Affliates 401(K) Profit Sharing 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 20241011151552NAL0012680883001) for Talley Construction Company & Affliates 401(K) Profit Sharing Plan, reported by Talley Construction Company, Inc. under EIN 62-1462015 and plan number 001. It reports 255 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011151552NAL0012680883001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Talley Construction Company, Inc.
- EIN
- 62-1462015
- Plan number
- 001
- Location
- Rossville, GA
- Participants
- 255
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,311,202
- Total liabilities (EOY)
- $906
- Net assets (EOY)
- $15,310,296
- Employer contributions
- $332,474
- Participant contributions
- $635,747
- Total income / additions
- $3,275,849
- Benefits paid
- $428,802
- Administrative expenses
- $89,107
- Total expenses
- $517,909
- Net increase / (decrease)
- $2,757,940
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cannon Financial Strategists Inc | SERVICE PROVIDER | $41,720 | not reported in the loaded dataset |
| Erisa Services Of Ga, LLC | SERVICE PROVIDER | $0 | $5,140 |
| The Retirement Advantage Inc | TPA | $0 | $1,569 |