2023 Form 5500 filing — Talley Inc. Cash Or Deferred 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 20241015111819NAL0016215603001) for Talley Inc. Cash Or Deferred Profit Sharing Plan, reported by Talley Inc. under EIN 95-3872464 and plan number 001. It reports 407 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015111819NAL0016215603001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Talley Inc.
- EIN
- 95-3872464
- Plan number
- 001
- Location
- Santa Fe Springs, CA
- Participants
- 407
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,258,691
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,258,691
- Employer contributions
- $614,764
- Participant contributions
- $1,116,941
- Total income / additions
- $8,198,130
- Benefits paid
- $5,374,807
- Administrative expenses
- $145,992
- Total expenses
- $5,520,799
- Net increase / (decrease)
- $2,677,331
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Advisors | INVESTMENT ADVISOR | $86,732 | not reported in the loaded dataset |
| John Hancock Retirement Plan Serv | RECORDKEEPER | $52,980 | not reported in the loaded dataset |
| Ascensus | THIRD PARTY ADMINISTRATO | $6,280 | not reported in the loaded dataset |