Talley Construction Company & Affliates 401(K) Profit Sharing Plan — Form 5500 plan (Talley Construction 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, Talley Construction Company & Affliates 401(K) Profit Sharing Plan is a benefit plan reported by Talley Construction Company, Inc. under EIN 62-1462015 and plan number 001. The latest loaded filing year is 2023. The filing reports 255 participants and $15,311,202 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Talley Construction Company, Inc.
- EIN
- 62-1462015
- Plan number
- 001
- Plan type
- 3
- Location
- Rossville, GA
- Latest filing year
- 2023
- Participants
- 255
- End-of-year plan assets
- $15,311,202
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 255 | H, C | 20241011151552NAL0012680883001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,311,202
- Total liabilities (EOY)
- $906
- Net assets (EOY)
- $15,310,296
- Net assets (BOY)
- $12,552,356
Income & contributions
- Employer contributions
- $332,474
- Participant contributions
- $635,747
- Total contributions
- $971,522
- Total income / additions
- $3,275,849
Expenses & distributions
- Benefits paid
- $428,802
- Administrative expenses
- $89,107
- Total expenses
- $517,909
- Net increase / (decrease)
- $2,757,940
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cannon Financial Strategists Inc | SERVICE PROVIDER | $41,720 | not reported in the loaded dataset | 2023 |
| Erisa Services Of Ga, LLC | SERVICE PROVIDER | $0 | $5,140 | 2023 |
| The Retirement Advantage Inc | TPA | $0 | $1,569 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Talley Construction Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Rossville, GA
- Cannon Financial Strategists Inc — Schedule C compensation
- Erisa Services Of Ga, LLC — Schedule C compensation
- The Retirement Advantage Inc — Schedule C compensation