Tarrant Management, LLC Retirement Plan — Form 5500 plan (Tarrant Management, LLC)

Plain-English plan 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, Tarrant Management, LLC Retirement Plan is a benefit plan reported by Tarrant Management, LLC under EIN 26-1649104 and plan number 001. The latest loaded filing year is 2023. The filing reports 60 participants and $16,881,645 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$16.9MPlan net assets, end of year$16,881,645
Participants60Covered participants reported
Assets / participant$281.4KComputed: assets ÷ participants$281,361 (computed)
Provider compensationNone reported
Plan sponsor
Tarrant Management, LLC
EIN
26-1649104
Plan number
001
Plan type
2
Location
Fort Worth, TX
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    60 participants · 2Sch I
    View filing →
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$16.9M total assets
Net assets$16.9MLiabilities$0
Money in vs. money out
Total income / additions$4.9M
Total expenses$822.7K
Benefits paid / distributions$812.7K
Contributions
Employer$594K
Participant$595.6K
Full reported line items

Net assets

Total assets (EOY)
$16,881,645
Total liabilities (EOY)
$0
Net assets (EOY)
$16,881,645
Net assets (BOY)
$12,827,937

Income & contributions

Employer contributions
$593,966
Participant contributions
$595,604
Total income / additions
$4,876,410

Expenses & distributions

Benefits paid
$812,740
Administrative expenses
$9,962
Total expenses
$822,702
Net increase / (decrease)
$4,053,708
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 50%Participant 50%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income17%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

What to inspect next

Frequently asked questions

Who sponsors the Tarrant Management, LLC Retirement Plan?
Tarrant Management, LLC Retirement Plan is reported as sponsored by Tarrant Management, LLC (EIN 26-1649104, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Tarrant Management, LLC Retirement Plan?
The latest Form 5500 filing year loaded for Tarrant Management, LLC Retirement Plan is 2023.
How many participants does Tarrant Management, LLC Retirement Plan report?
Tarrant Management, LLC Retirement Plan reports 60 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Tarrant Management, LLC Retirement Plan?
Tarrant Management, LLC Retirement Plan reports $16,881,645 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages