2023 Form 5500 filing — Tally Personnel 401(K) Profit Sharing 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 20240912144204NAL0017412114001) for Tally Personnel 401(K) Profit Sharing Plan, reported by Tally Personnel, LLC under EIN 81-0865574 and plan number 001. It reports 493 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$6.9MReported net assets$6,894,802
Participants493
Provider compensation$16.2K2 Schedule C row(s)$16,188
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240912144204NAL0017412114001
- Plan sponsor
- Tally Personnel, LLC
- EIN
- 81-0865574
- Plan number
- 001
- Location
- Houston, TX
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$6.9M total assets
Net assets$6.9MLiabilities$4.2K
Full reported line items
- Total assets (EOY)
- $6,899,047
- Total liabilities (EOY)
- $4,245
- Net assets (EOY)
- $6,894,802
- Employer contributions
- $257,952
- Participant contributions
- $1,116,831
- Total income / additions
- $2,598,334
- Benefits paid
- $1,075,762
- Administrative expenses
- $13,995
- Total expenses
- $1,089,757
- Net increase / (decrease)
- $1,508,577
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bok Financial Asset Management, Inc | TPA | $13,994 | not reported in the loaded dataset |
| Charles Schwab Bank | CUSTODIAN | $0 | $2,194 |