Talbert Manufacturing, Inc. Bargaining Unit Employees' 401(K) Plan — Form 5500 plan (Talbert Manufacturing, Inc.)
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, Talbert Manufacturing, Inc. Bargaining Unit Employees' 401(K) Plan is a benefit plan reported by Talbert Manufacturing, Inc. under EIN 35-1006959 and plan number 004. The latest loaded filing year is 2023. The filing reports 173 participants and $3,417,382 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Talbert Manufacturing, Inc.
- EIN
- 35-1006959
- Plan number
- 004
- Plan type
- 2
- Location
- Rensselaer, IN
- Latest filing year
- 2023
- Participants
- 173
- End-of-year plan assets
- $3,417,382
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 173 | H, C | 20241015123919NAL0016409091001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,417,382
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,417,382
- Net assets (BOY)
- $3,142,419
Income & contributions
- Employer contributions
- $101,401
- Participant contributions
- $217,682
- Total contributions
- $319,083
- Total income / additions
- $756,192
Expenses & distributions
- Benefits paid
- $456,172
- Administrative expenses
- $25,057
- Total expenses
- $481,229
- Net increase / (decrease)
- $274,963
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $21,585 | $0 | 2023 |
| Compensation Systems Inc | CONTRACT ADMINISTRATOR | $3,472 | $8,594 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISORY | $0 | $7,251 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Talbert Manufacturing, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Rensselaer, IN
- Principal Life Insurance Company — Schedule C compensation
- Compensation Systems Inc — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation