2023 Form 5500 filing — Talley Construction Company & Affliates 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 20241011151552NAL0012680883001) for Talley Construction Company & Affliates 401(K) Profit Sharing Plan, reported by Talley Construction Company, Inc. under EIN 62-1462015 and plan number 001. It reports 255 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 3 · 2023
Filing snapshot
Net assets (EOY)$15.3MReported net assets$15,310,296
Participants255
Provider compensation$48.4K3 Schedule C row(s)$48,429
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011151552NAL0012680883001
- Plan sponsor
- Talley Construction Company, Inc.
- EIN
- 62-1462015
- Plan number
- 001
- Location
- Rossville, GA
- 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)$15.3M total assets
Net assets$15.3MLiabilities$906
Full reported line items
- Total assets (EOY)
- $15,311,202
- Total liabilities (EOY)
- $906
- Net assets (EOY)
- $15,310,296
- Employer contributions
- $332,474
- Participant contributions
- $635,747
- Total income / additions
- $3,275,849
- Benefits paid
- $428,802
- Administrative expenses
- $89,107
- Total expenses
- $517,909
- Net increase / (decrease)
- $2,757,940
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cannon Financial Strategists Inc | SERVICE PROVIDER | $41,720 | not reported in the loaded dataset |
| Erisa Services Of Ga, LLC | SERVICE PROVIDER | $0 | $5,140 |
| The Retirement Advantage Inc | TPA | $0 | $1,569 |