Tumalo Industries, LLC 401(K) Plan — Form 5500 plan (Tumalo Industries, 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, Tumalo Industries, LLC 401(K) Plan is a benefit plan reported by Tumalo Industries, LLC under EIN 85-3788062 and plan number 001. The latest loaded filing year is 2023. The filing reports 308 participants and $1,044,572 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tumalo Industries, LLC
EIN
85-3788062
Plan number
001
Plan type
2
Location
Bend, OR
Latest filing year
2023
Participants
308
End-of-year plan assets
$1,044,572

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023308H, C20241004093219NAL0011253361001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,044,572
Total liabilities (EOY)
$0
Net assets (EOY)
$1,044,572
Net assets (BOY)
$697,250

Income & contributions

Employer contributions
$129,238
Participant contributions
$237,394
Total contributions
$366,632
Total income / additions
$519,019

Expenses & distributions

Benefits paid
$157,284
Administrative expenses
$14,413
Total expenses
$171,697
Net increase / (decrease)
$347,322

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Leading Retirement SolutionsRECORDKEEPER$9,732not reported in the loaded dataset2023

Related Form 5500 pages