2023 Form 5500 filing — Templeton Group 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 20240927152645NAL0002468497001) for Templeton Group 401(K) Plan, reported by Ken Templeton Realty & Investment, Inc. under EIN 88-0181438 and plan number 002. It reports 35 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.3MReported net assets$1,341,800
Participants35
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240927152645NAL0002468497001
Plan sponsor
Ken Templeton Realty & Investment, Inc.
EIN
88-0181438
Plan number
002
Location
Las Vegas, NV
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$1.3M total assets
Net assets$1.3MLiabilities$0
Money in vs. money out
Total income / additions$265.6K
Total expenses$95K
Benefits paid / distributions$93.3K
Contributions
Employer$3.6K
Participant$56.8K
Full reported line items
Total assets (EOY)
$1,341,800
Total liabilities (EOY)
$0
Net assets (EOY)
$1,341,800
Employer contributions
$3,552
Participant contributions
$56,769
Total income / additions
$265,637
Benefits paid
$93,298
Administrative expenses
$175
Total expenses
$95,030
Net increase / (decrease)
$170,607

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240927152645NAL0002468497001 cover?
It is the 2023 Form 5500 filing for Templeton Group 401(K) Plan, reported by Ken Templeton Realty & Investment, Inc. (EIN 88-0181438).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages