Tangram Interiors Employees Retirement Plan — Form 5500 plan (New Tangram, 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, Tangram Interiors Employees Retirement Plan is a benefit plan reported by New Tangram, LLC under EIN 37-1428740 and plan number 001. The latest loaded filing year is 2023. The filing reports 562 participants and $32,378,788 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- New Tangram, LLC
- EIN
- 37-1428740
- Plan number
- 001
- Plan type
- 2
- Location
- Santa Fe Springs, CA
- Latest filing year
- 2023
- Participants
- 562
- End-of-year plan assets
- $32,378,788
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 562 | H, C | 20240918184653NAL0004981281001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,378,788
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,378,788
- Net assets (BOY)
- $30,277,671
Income & contributions
- Participant contributions
- $2,491,637
- Total contributions
- $2,656,732
- Total income / additions
- $7,149,337
Expenses & distributions
- Benefits paid
- $5,042,732
- Administrative expenses
- $5,488
- Total expenses
- $5,048,220
- Net increase / (decrease)
- $2,101,117
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prudential Retirement Insurance | CONTRACT ADMINISTRATOR | $48,377 | $0 | 2023 |
| Lockton Investment Advisors, LLC | INVESTMENT ADVISORY | $40,000 | $0 | 2023 |
| Actuarial Benefits Corp. | CONSULTING | $9,500 | $0 | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $800 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for New Tangram, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Santa Fe Springs, CA
- Prudential Retirement Insurance — Schedule C compensation
- Lockton Investment Advisors, LLC — Schedule C compensation
- Actuarial Benefits Corp. — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation