2023 Form 5500 filing — Talbert Manufacturing, Inc. Bargaining Unit Employees' 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 20241015123919NAL0016409091001) for Talbert Manufacturing, Inc. Bargaining Unit Employees' 401(K) Plan, reported by Talbert Manufacturing, Inc. under EIN 35-1006959 and plan number 004. It reports 173 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015123919NAL0016409091001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Talbert Manufacturing, Inc.
- EIN
- 35-1006959
- Plan number
- 004
- Location
- Rensselaer, IN
- Participants
- 173
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,417,382
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,417,382
- Employer contributions
- $101,401
- Participant contributions
- $217,682
- Total income / additions
- $756,192
- Benefits paid
- $456,172
- Administrative expenses
- $25,057
- Total expenses
- $481,229
- Net increase / (decrease)
- $274,963
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $21,585 | $0 |
| Compensation Systems Inc | CONTRACT ADMINISTRATOR | $3,472 | $8,594 |
| Global Retirement Partners LLC | INVESTMENT ADVISORY | $0 | $7,251 |