Talis Construction Corporation 401(K) Plan — Form 5500 plan (Talis Construction Corporation)

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, Talis Construction Corporation 401(K) Plan is a benefit plan reported by Talis Construction Corporation under EIN 86-0786364 and plan number 002. The latest loaded filing year is 2023. The filing reports 225 participants and $3,006,268 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$3MPlan net assets, end of year$3,006,268
Participants225Covered participants reported
Assets / participant$13.4KComputed: assets ÷ participants$13,361 (computed)
Provider compensationNone reported
Plan sponsor
Talis Construction Corporation
EIN
86-0786364
Plan number
002
Plan type
2
Location
Mesa, AZ
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    225 participants · 2Sch H
    View filing →
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)$3M total assets
Net assets$3MLiabilities
Money in vs. money out
Total income / additions$1M
Total expenses$192.8K
Benefits paid / distributions$185.6K
Contributions
Employer$216.2K
Participant$412.1K
Full reported line items

Net assets

Total assets (EOY)
$3,006,268
Net assets (EOY)
$3,006,268
Net assets (BOY)
$2,180,043

Income & contributions

Employer contributions
$216,192
Participant contributions
$412,068
Total contributions
$628,260
Total income / additions
$1,019,025

Expenses & distributions

Benefits paid
$185,569
Administrative expenses
$7,231
Total expenses
$192,800
Net increase / (decrease)
$826,225
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 34%Participant 66%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income18%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

What to inspect next

Frequently asked questions

Who sponsors the Talis Construction Corporation 401(K) Plan?
Talis Construction Corporation 401(K) Plan is reported as sponsored by Talis Construction Corporation (EIN 86-0786364, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Talis Construction Corporation 401(K) Plan?
The latest Form 5500 filing year loaded for Talis Construction Corporation 401(K) Plan is 2023.
How many participants does Talis Construction Corporation 401(K) Plan report?
Talis Construction Corporation 401(K) Plan reports 225 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Talis Construction Corporation 401(K) Plan?
Talis Construction Corporation 401(K) Plan reports $3,006,268 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages