Plan5500

Tanner LLC Retirement Plan — Form 5500 plan (Tanner LLC)

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, Tanner LLC Retirement Plan is a benefit plan reported by Tanner LLC under EIN 20-2253063 and plan number 001. The latest loaded filing year is 2023. The filing reports 261 participants and $24,971,151 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tanner LLC
EIN
20-2253063
Plan number
001
Plan type
2
Location
Salt Lake City, UT
Latest filing year
2023
Participants
261
End-of-year plan assets
$24,971,151

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023261H, C20241002163213NAL0014900016001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,971,151
Total liabilities (EOY)
$0
Net assets (EOY)
$24,971,151
Net assets (BOY)
$18,586,038

Income & contributions

Employer contributions
$1,487,735
Participant contributions
$1,634,501
Total contributions
$3,293,804
Total income / additions
$6,973,624

Expenses & distributions

Benefits paid
$490,781
Administrative expenses
$97,730
Total expenses
$588,511
Net increase / (decrease)
$6,385,113

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$76,741$02023
Global Retirement Partners, LLCINVESTMENT ADVISORY$0$38,8102023
National Benefit Services, LLCCONTRACT ADMINISTRATOR$13,990$9,8372023
Hutchinson And BolldgoodACCOUNTANT$7,000not reported in the loaded dataset2023

Related Form 5500 pages