Templeton & Companies Profit Sharing & 401(K) Plan — Form 5500 plan (Templeton Coal Company, 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, Templeton & Companies Profit Sharing & 401(K) Plan is a benefit plan reported by Templeton Coal Company, Inc. under EIN 35-0704130 and plan number 002. The latest loaded filing year is 2023. The filing reports 224 participants and $17,169,053 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Templeton Coal Company, Inc.
EIN
35-0704130
Plan number
002
Plan type
2
Location
Terre Haute, IN
Latest filing year
2023
Participants
224
End-of-year plan assets
$17,169,053

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023224H, C20241007144542NAL0015350737001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,169,053
Total liabilities (EOY)
$0
Net assets (EOY)
$17,169,053
Net assets (BOY)
$14,423,500

Income & contributions

Employer contributions
$324,722
Participant contributions
$753,479
Total contributions
$1,350,842
Total income / additions
$4,052,022

Expenses & distributions

Benefits paid
$1,270,467
Administrative expenses
$33,809
Total expenses
$1,306,469
Net increase / (decrease)
$2,745,553

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$23,809$02023
Old National Wealth ManagementPLAN SPONSOR$10,000not reported in the loaded dataset2023

Related Form 5500 pages