Talley Inc. Cash Or Deferred Profit Sharing Plan — Form 5500 plan (Talley 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 Inc. Cash Or Deferred Profit Sharing Plan is a benefit plan reported by Talley Inc. under EIN 95-3872464 and plan number 001. The latest loaded filing year is 2023. The filing reports 407 participants and $37,258,691 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Talley Inc.
- EIN
- 95-3872464
- Plan number
- 001
- Plan type
- 2
- Location
- Santa Fe Springs, CA
- Latest filing year
- 2023
- Participants
- 407
- End-of-year plan assets
- $37,258,691
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 407 | H, C | 20241015111819NAL0016215603001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,258,691
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,258,691
- Net assets (BOY)
- $34,581,360
Income & contributions
- Employer contributions
- $614,764
- Participant contributions
- $1,116,941
- Total contributions
- $1,791,485
- Total income / additions
- $8,198,130
Expenses & distributions
- Benefits paid
- $5,374,807
- Administrative expenses
- $145,992
- Total expenses
- $5,520,799
- Net increase / (decrease)
- $2,677,331
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Advisors | INVESTMENT ADVISOR | $86,732 | not reported in the loaded dataset | 2023 |
| John Hancock Retirement Plan Serv | RECORDKEEPER | $52,980 | not reported in the loaded dataset | 2023 |
| Ascensus | THIRD PARTY ADMINISTRATO | $6,280 | not reported in the loaded dataset | 2023 |