2023 Form 5500 filing — Tal Holdings, LLC 401(K) Retirement 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 20241126150440NAL0002464867001) for Tal Holdings, LLC 401(K) Retirement Plan, reported by Tal Holdings, LLC under EIN 45-2504780 and plan number 002. It reports 465 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241126150440NAL0002464867001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tal Holdings, LLC
- EIN
- 45-2504780
- Plan number
- 002
- Location
- Vancouver, WA
- Participants
- 465
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,563,581
- Total liabilities (EOY)
- $34,588
- Net assets (EOY)
- $9,528,993
- Employer contributions
- $927,522
- Participant contributions
- $1,521,420
- Total income / additions
- $3,863,353
- Benefits paid
- $831,629
- Administrative expenses
- $55,489
- Total expenses
- $887,118
- Net increase / (decrease)
- $2,976,235
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Administration Company | INVESTMENT ADVISOR | $55,219 | $0 |