Tanner Services, LLC 401k Profit Sharing Plan Sharing Plan — Form 5500 plan (Tanner Services, 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, Tanner Services, LLC 401k Profit Sharing Plan Sharing Plan is a benefit plan reported by Tanner Services, LLC under EIN 51-0581042 and plan number 001. The latest loaded filing year is 2023. The filing reports 620 participants and $7,817,879 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tanner Services, LLC
EIN
51-0581042
Plan number
001
Plan type
3
Location
Eunice, LA
Latest filing year
2023
Participants
620
End-of-year plan assets
$7,817,879

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023620H, C20241014113255NAL0044333632001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,817,879
Total liabilities (EOY)
$0
Net assets (EOY)
$7,817,879
Net assets (BOY)
$6,967,856

Income & contributions

Employer contributions
$251,973
Participant contributions
$753,104
Total contributions
$1,010,612
Total income / additions
$2,039,648

Expenses & distributions

Benefits paid
$1,061,350
Administrative expenses
$55,265
Total expenses
$1,189,625
Net increase / (decrease)
$850,023

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideINVSTMT MGMT$51,016$02023
Avantax Wealth ManagementBROKER$0$21,9942023

Related Form 5500 pages