Tanner Companies, 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, Tanner Companies, Inc. (EIN 81-0743868) is a plan sponsor located in Plymouth, MN 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
81-0743868
Location
Plymouth, MN
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 Tanner Companies, Inc.

  • 1 loaded plans hold $154K in reported assets.
  • The largest, Tanner Companies, Inc. Retiremetn Plan, holds 100% of this company's reported plan assets.
  • Plans cover 6 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$154KSummed across loaded plans$153,960
Total reported assets$154K$153,960
Total reported participants6
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$154K total assets
Net assets$154KLiabilities
Contributions & income
Total income / additions$142.5K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$0
Net increase / (decrease)$142.5K

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%Tanner Companies, Inc. Retiremetn Plan
Participants per plan6Average 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 · 6 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Tanner Companies, Inc.. Open one for its full reported snapshot.

  1. 2023
    Tanner Companies, Inc. Retiremetn Plan6 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Tanner Companies, Inc. report on Form 5500?
Tanner Companies, Inc. (EIN 81-0743868) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Tanner Companies, Inc.?
The Employer Identification Number (EIN) reported for Tanner Companies, Inc. is 81-0743868.
What is the latest Form 5500 filing year for Tanner Companies, Inc.?
The latest loaded Form 5500 filing year for Tanner Companies, Inc. is 2023.

Related Form 5500 pages