Tanner Advantage 401(K) Plan — Form 5500 plan (Tanner Medical Center, 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, Tanner Advantage 401(K) Plan is a benefit plan reported by Tanner Medical Center, Inc under EIN 58-1790149 and plan number 003. The latest loaded filing year is 2023. The filing reports 4,797 participants and $375,762,683 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tanner Medical Center, Inc
EIN
58-1790149
Plan number
003
Plan type
2
Location
Carrollton, GA
Latest filing year
2023
Participants
4,797
End-of-year plan assets
$375,762,683

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,797H, C20241003143840NAL0017864320001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$375,762,683
Total liabilities (EOY)
$10,693
Net assets (EOY)
$375,751,990
Net assets (BOY)
$306,745,330

Income & contributions

Employer contributions
$9,367,274
Participant contributions
$24,478,746
Total contributions
$37,387,045
Total income / additions
$90,156,843

Expenses & distributions

Benefits paid
$20,842,131
Administrative expenses
$302,652
Total expenses
$21,150,183
Net increase / (decrease)
$69,006,660

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$268,652$02023
Cap Financial PartnersINVESTMENT ADVISOR$34,000not reported in the loaded dataset2023

Related Form 5500 pages