Tanner Research, Inc. Profit Sharing 401(K) Plan — Form 5500 plan (Tanner Research, 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, Tanner Research, Inc. Profit Sharing 401(K) Plan is a benefit plan reported by Tanner Research, Inc. under EIN 95-4163780 and plan number 001. The latest loaded filing year is 2023. The filing reports 43 participants and $14,456,720 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tanner Research, Inc.
- EIN
- 95-4163780
- Plan number
- 001
- Plan type
- 2
- Location
- Duarte, CA
- Latest filing year
- 2023
- Participants
- 43
- End-of-year plan assets
- $14,456,720
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 43 | I | 20240930151657NAL0002718227001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $14,456,720
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,456,720
- Net assets (BOY)
- $12,155,380
Income & contributions
- Employer contributions
- $72,374
- Participant contributions
- $204,074
- Total income / additions
- $2,685,790
Expenses & distributions
- Benefits paid
- $363,403
- Administrative expenses
- $21,047
- Total expenses
- $384,450
- Net increase / (decrease)
- $2,301,340
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.