Talley Construction Company & Affliates 401(K) Profit Sharing Plan — Form 5500 plan (Talley Construction Company, 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, Talley Construction Company & Affliates 401(K) Profit Sharing Plan is a benefit plan reported by Talley Construction Company, Inc. under EIN 62-1462015 and plan number 001. The latest loaded filing year is 2023. The filing reports 255 participants and $15,311,202 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$15.3MPlan net assets, end of year$15,310,296
Participants255Covered participants reported
Assets / participant$60KComputed: assets ÷ participants$60,044 (computed)
Provider compensation$48.4K3 Schedule C provider row(s)$48,429
- Plan sponsor
- Talley Construction Company, Inc.
- EIN
- 62-1462015
- Plan number
- 001
- Plan type
- 3
- Location
- Rossville, GA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 255 | H, C | 20241011151552NAL0012680883001 |
Schedule H · 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)$15.3M total assets
Net assets$15.3MLiabilities$906
Full reported line items
Net assets
- Total assets (EOY)
- $15,311,202
- Total liabilities (EOY)
- $906
- Net assets (EOY)
- $15,310,296
- Net assets (BOY)
- $12,552,356
Income & contributions
- Employer contributions
- $332,474
- Participant contributions
- $635,747
- Total contributions
- $971,522
- Total income / additions
- $3,275,849
Expenses & distributions
- Benefits paid
- $428,802
- Administrative expenses
- $89,107
- Total expenses
- $517,909
- Net increase / (decrease)
- $2,757,940
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.
34%66%
Employer 34%Participant 66%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income13%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cannon Financial Strategists Inc | SERVICE PROVIDER | $41,720 | not reported in the loaded dataset | 2023 |
| Erisa Services Of Ga, LLC | SERVICE PROVIDER | $0 | $5,140 | 2023 |
| The Retirement Advantage Inc | TPA | $0 | $1,569 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Talley Construction Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Rossville, GA
- Cannon Financial Strategists Inc — Schedule C compensation
- Erisa Services Of Ga, LLC — Schedule C compensation
- The Retirement Advantage Inc — Schedule C compensation