2023 Form 5500 filing — Tallman Equipment Co., Inc. Retirement Plan & Trust

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240610100008NAL0012429459001) for Tallman Equipment Co., Inc. Retirement Plan & Trust, reported by Tallman Equipment Co., Inc. under EIN 36-2362644 and plan number 001. It reports 94 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240610100008NAL0012429459001
Filing year
2023
Form type
2
Plan sponsor
Tallman Equipment Co., Inc.
EIN
36-2362644
Plan number
001
Location
Bensenville, IL
Participants
94
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$9,709,978
Total liabilities (EOY)
$0
Net assets (EOY)
$9,709,978
Employer contributions
$391,093
Participant contributions
$429,133
Total income / additions
$2,439,778
Benefits paid
$682,821
Administrative expenses
$12,512
Total expenses
$695,333
Net increase / (decrease)
$1,744,445
Schedule source
Schedule I

Related Form 5500 pages