Tanimura & Antle, Inc. Employee Stock Ownership Plan — Form 5500 plan (Tanimura & Antle, 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, Tanimura & Antle, Inc. Employee Stock Ownership Plan is a benefit plan reported by Tanimura & Antle, Inc. under EIN 94-2906792 and plan number 003. The latest loaded filing year is 2023. The filing reports 4,008 participants and $168,972,063 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tanimura & Antle, Inc.
EIN
94-2906792
Plan number
003
Plan type
2
Location
Salinas, CA
Latest filing year
2023
Participants
4,008
End-of-year plan assets
$168,972,063

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,008H20241010165543NAL0041613922001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$168,972,063
Total liabilities (EOY)
$66,000,000
Net assets (EOY)
$102,972,063
Net assets (BOY)
$59,351,751

Income & contributions

Employer contributions
$8,727,155
Total contributions
$8,727,155
Total income / additions
$46,347,467

Expenses & distributions

Benefits paid
$675,855
Administrative expenses
$0
Total expenses
$2,727,155
Net increase / (decrease)
$43,620,312

Service provider compensation (Schedule C)

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

Related Form 5500 pages