Tanner 401k Plan — Form 5500 plan (Tanner Marlo Cpas, 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, Tanner 401k Plan is a benefit plan reported by Tanner Marlo Cpas, Inc. under EIN 20-5825295 and plan number 001. The latest loaded filing year is 2023. The filing reports 17 participants and $1,273,500 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tanner Marlo Cpas, Inc.
- EIN
- 20-5825295
- Plan number
- 001
- Plan type
- 2
- Location
- Marion, IL
- Latest filing year
- 2023
- Participants
- 17
- End-of-year plan assets
- $1,273,500
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 17 | I | 20240930104804NAL0005590657001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,273,500
- Net assets (EOY)
- $1,273,500
- Net assets (BOY)
- $1,512,389
Income & contributions
- Employer contributions
- $20,610
- Participant contributions
- $83,403
- Total income / additions
- $281,023
Expenses & distributions
- Benefits paid
- $515,542
- Administrative expenses
- $4,370
- Total expenses
- $519,912
- Net increase / (decrease)
- -$238,889
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.