Tallen Technology Rentals 401(K) Plan — Form 5500 plan (Tallen, 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, Tallen Technology Rentals 401(K) Plan is a benefit plan reported by Tallen, Inc. under EIN 38-3644784 and plan number 001. The latest loaded filing year is 2023. The filing reports 181 participants and $6,423,929 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tallen, Inc.
EIN
38-3644784
Plan number
001
Plan type
2
Location
Bordentown, NJ
Latest filing year
2023
Participants
181
End-of-year plan assets
$6,423,929

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023181H, C20241112123224NAL0009272163001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,423,929
Net assets (EOY)
$6,423,929
Net assets (BOY)
$4,928,549

Income & contributions

Participant contributions
$501,123
Total contributions
$501,470
Total income / additions
$1,537,309

Expenses & distributions

Benefits paid
$23,763
Administrative expenses
$18,166
Total expenses
$41,929
Net increase / (decrease)
$1,495,380

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideTRUST/RECORDKEEPER$17,084$3,2872023
Davidson Wealth Management LLCINVESTMENT ADVISOR$17,155$02023
Intac Actuarial Services, IncPENSION CONSULTING/TPA$5,330$02023

Related Form 5500 pages