Tallan, Inc. Savings & Retirement 401(K) Plan — Form 5500 plan (Tallan, Inc.)
Plain-English plan 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, Tallan, Inc. Savings & Retirement 401(K) Plan is a benefit plan reported by Tallan, Inc. under EIN 13-4239746 and plan number 002. The latest loaded filing year is 2023. The filing reports 339 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tallan, Inc.
- EIN
- 13-4239746
- Plan number
- 002
- Plan type
- 2
- Location
- Colchester, CT
- Latest filing year
- 2023
- Participants
- 339
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 339 | H, C | 20240417091743NAL0002945104001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $33,441,014
Income & contributions
- Employer contributions
- $522,277
- Participant contributions
- $346,501
- Total contributions
- $868,778
- Total income / additions
- $2,515,134
Expenses & distributions
- Benefits paid
- $35,899,049
- Administrative expenses
- $57,029
- Total expenses
- $35,956,148
- Net increase / (decrease)
- -$33,441,014
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $34,349 | $0 | 2023 |
| Morgan Stanley Smith Barney | INVESTMENT/FINANCIAL ADVI | $22,680 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |