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, Tally Personnel 401(K) Profit Sharing Plan is a benefit plan reported by Tally Personnel, LLC under EIN 81-0865574 and plan number 001. The latest loaded filing year is 2023. The filing reports 493 participants and $6,899,047 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,899,047
- Total liabilities (EOY)
- $4,245
- Net assets (EOY)
- $6,894,802
- Net assets (BOY)
- $5,386,225
Income & contributions
- Employer contributions
- $257,952
- Participant contributions
- $1,116,831
- Total contributions
- $1,490,988
- Total income / additions
- $2,598,334
Expenses & distributions
- Benefits paid
- $1,075,762
- Administrative expenses
- $13,995
- Total expenses
- $1,089,757
- Net increase / (decrease)
- $1,508,577