2023 Form 5500 filing — Tanner Advantage 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 20241003143840NAL0017864320001) for Tanner Advantage 401(K) Plan, reported by Tanner Medical Center, Inc under EIN 58-1790149 and plan number 003. It reports 4,797 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003143840NAL0017864320001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tanner Medical Center, Inc
- EIN
- 58-1790149
- Plan number
- 003
- Location
- Carrollton, GA
- Participants
- 4,797
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $375,762,683
- Total liabilities (EOY)
- $10,693
- Net assets (EOY)
- $375,751,990
- Employer contributions
- $9,367,274
- Participant contributions
- $24,478,746
- Total income / additions
- $90,156,843
- Benefits paid
- $20,842,131
- Administrative expenses
- $302,652
- Total expenses
- $21,150,183
- Net increase / (decrease)
- $69,006,660
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $268,652 | $0 |
| Cap Financial Partners | INVESTMENT ADVISOR | $34,000 | not reported in the loaded dataset |