Talbert And Bright, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Talbert And Bright, Inc. (EIN 56-1654376) is a plan sponsor located in Wilmington, NC with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
56-1654376
Location
Wilmington, NC
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Talbert And Bright, Inc.

  • 1 loaded plans hold $19M in reported assets.
  • The largest, Talbert And Bright, Inc. 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 88 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$19MSummed across loaded plans$19,028,814
Total reported assets$19M$19,039,522
Total reported participants88
Total reported liabilities$10.7K$10,708

Reported net position

Reported assets = net assets + liabilities (summed)$19M total assets
Net assets$19MLiabilities$10.7K
Contributions & income
Employer contributions$254.2K
Participant contributions$666.3K
Total income / additions$4.4M
Expenses & distributions
Benefits paid / distributions$187.3K
Total expenses$229K
Net increase / (decrease)$4.2M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Talbert And Bright, Inc. 401(K) Plan
Participants per plan88Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 88 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Talbert And Bright, Inc.. Open one for its full reported snapshot.

  1. 2023
    Talbert And Bright, Inc. 401(K) Plan88 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Talbert And Bright, Inc. report on Form 5500?
Talbert And Bright, Inc. (EIN 56-1654376) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Talbert And Bright, Inc.?
The Employer Identification Number (EIN) reported for Talbert And Bright, Inc. is 56-1654376.
What is the latest Form 5500 filing year for Talbert And Bright, Inc.?
The latest loaded Form 5500 filing year for Talbert And Bright, Inc. is 2023.

Related Form 5500 pages