2023 Form 5500 filing — The Talbots Retirement Savings 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 20241014081528NAL0014635459001) for The Talbots Retirement Savings 401(K) Plan, reported by The Talbots LLC under EIN 41-1111318 and plan number 003. It reports 5,780 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014081528NAL0014635459001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Talbots LLC
- EIN
- 41-1111318
- Plan number
- 003
- Location
- Hingham, MA
- Participants
- 5,780
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $219,081,203
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $219,081,203
- Employer contributions
- $2,383,606
- Participant contributions
- $10,362,286
- Total income / additions
- $47,741,915
- Benefits paid
- $15,524,515
- Administrative expenses
- $537,822
- Total expenses
- $16,157,758
- Net increase / (decrease)
- $31,584,157
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $388,117 | $0 |
| Global Retirement Partners LLC | NONE | $89,932 | not reported in the loaded dataset |
| Cbiz Cpas Pc | NONE | $20,500 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | NONE | $6,927 | not reported in the loaded dataset |