Tanco Engineering 401(K) Plan & Trust — Form 5500 plan (Tanco Engineering, 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, Tanco Engineering 401(K) Plan & Trust is a benefit plan reported by Tanco Engineering, Inc. under EIN 84-0796336 and plan number 001. The latest loaded filing year is 2023. The filing reports 200 participants and $8,057,571 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$8.1MPlan net assets, end of year$8,057,571
Participants200Covered participants reported
Assets / participant$40.3KComputed: assets ÷ participants$40,288 (computed)
Provider compensation$48.2K2 Schedule C provider row(s)$48,190
Plan sponsor
Tanco Engineering, Inc.
EIN
84-0796336
Plan number
001
Plan type
2
Location
Loveland, CO
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023200H, C20240919160527NAL0006423425001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$8.1M total assets
Net assets$8.1MLiabilities$0
Money in vs. money out
Total income / additions$2.1M
Total expenses$1.5M
Benefits paid / distributions$1.4M
Contributions
Employer$112.6K
Participant$721.1K
Full reported line items

Net assets

Total assets (EOY)
$8,057,571
Total liabilities (EOY)
$0
Net assets (EOY)
$8,057,571
Net assets (BOY)
$7,416,074

Income & contributions

Employer contributions
$112,556
Participant contributions
$721,054
Total contributions
$833,610
Total income / additions
$2,116,858

Expenses & distributions

Benefits paid
$1,426,103
Administrative expenses
$48,190
Total expenses
$1,475,361
Net increase / (decrease)
$641,497
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 14%Participant 86%
Total expenses ÷ net assets18%Computed ratio
Benefits paid ÷ total income67%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Voya Retirement Insurance & AnnuitySERVICE PROVIDER$30,190$02023
Global Retirement Partners, LLCSERVICE PROVIDER$18,000$02023

Related Form 5500 pages