Telarus 401(K) Profit Sharing Plan — Form 5500 plan (Telarus, 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, Telarus 401(K) Profit Sharing Plan is a benefit plan reported by Telarus, LLC under EIN 46-0490810 and plan number 001. The latest loaded filing year is 2023. The filing reports 441 participants and $11,460,572 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Telarus, LLC
EIN
46-0490810
Plan number
001
Plan type
2
Location
Sandy, UT
Latest filing year
2023
Participants
441
End-of-year plan assets
$11,460,572

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023441H, C20240906135014NAL0001461329001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,460,572
Total liabilities (EOY)
$0
Net assets (EOY)
$11,460,572
Net assets (BOY)
$7,451,500

Income & contributions

Employer contributions
$820,164
Participant contributions
$2,246,109
Total contributions
$3,221,521
Total income / additions
$4,842,795

Expenses & distributions

Benefits paid
$780,470
Administrative expenses
$0
Total expenses
$833,723
Net increase / (decrease)
$4,009,072

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tolley Financial Group, LLCFINANCIAL$0$24,9022023
Gate Key FinancialFINANCIAL$0$21,1222023
National Benefit ServicesTPA$0$7,5652023

Related Form 5500 pages