2023 Form 5500 filing — T.L. Cannon 401(K) Plan
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 20240904152805NAL0019899681001) for T.L. Cannon 401(K) Plan, reported by T.L. Cannon Corporation under EIN 59-3005084 and plan number 001. It reports 1,662 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240904152805NAL0019899681001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- T.L. Cannon Corporation
- EIN
- 59-3005084
- Plan number
- 001
- Location
- Ponte Vedra Beach, FL
- Participants
- 1,662
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,919,907
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,919,907
- Employer contributions
- $153,401
- Participant contributions
- $909,057
- Total income / additions
- $3,481,756
- Benefits paid
- $961,681
- Administrative expenses
- $2,725
- Total expenses
- $1,030,784
- Net increase / (decrease)
- $2,450,972
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Osaic Wealth Inc | ADVISOR | $0 | $32,673 |
| Fidelity Investments Institutional | RECORDKEEPER | $2,725 | $0 |