Plan5500

Talen, Inc. Employee Stock Ownership And 401(K) Plan — Form 5500 plan (Talen, 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, Talen, Inc. Employee Stock Ownership And 401(K) Plan is a benefit plan reported by Talen, Inc. under EIN 42-1050351 and plan number 001. The latest loaded filing year is 2023. The filing reports 33 participants and $7,651,703 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Talen, Inc.
EIN
42-1050351
Plan number
001
Plan type
2
Location
Traer, IA
Latest filing year
2023
Participants
33
End-of-year plan assets
$7,651,703

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202333I, C20240510140715NAL0038264368001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$7,651,703
Net assets (EOY)
$7,651,703
Net assets (BOY)
$7,629,992

Income & contributions

Employer contributions
$89,917
Participant contributions
$104,494
Total income / additions
$681,911

Expenses & distributions

Benefits paid
$640,088
Total expenses
$660,200
Net increase / (decrease)
$21,711

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Life Insurance CompanyNONE$10,976$02023
Cetera Advisors Networks LLCNONE$6,201not reported in the loaded dataset2023
Cetera Investment Advisers LLCNONE$2,935not reported in the loaded dataset2023

Related Form 5500 pages