2023 Form 5500 filing — Tanco Engineering 401(K) 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 20240919160527NAL0006423425001) for Tanco Engineering 401(K) Plan & Trust, reported by Tanco Engineering, Inc. under EIN 84-0796336 and plan number 001. It reports 200 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)$8.1MReported net assets$8,057,571
Participants200
Provider compensation$48.2K2 Schedule C row(s)$48,190
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240919160527NAL0006423425001
Plan sponsor
Tanco Engineering, Inc.
EIN
84-0796336
Plan number
001
Location
Loveland, CO
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)$8.1M total assets
Net assets$8.1MLiabilities$0
Money in vs. money out
Total income / additions$2.1M
Total expenses$1.5M
Benefits paid / distributions$1.4M
Contributions
Employer$112.6K
Participant$721.1K
Full reported line items
Total assets (EOY)
$8,057,571
Total liabilities (EOY)
$0
Net assets (EOY)
$8,057,571
Employer contributions
$112,556
Participant contributions
$721,054
Total income / additions
$2,116,858
Benefits paid
$1,426,103
Administrative expenses
$48,190
Total expenses
$1,475,361
Net increase / (decrease)
$641,497

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Voya Retirement Insurance & AnnuitySERVICE PROVIDER$30,190$0
Global Retirement Partners, LLCSERVICE PROVIDER$18,000$0

Related Form 5500 pages