Tanimura & Antle, Inc. Profit Sharing 401(K) Plan — Form 5500 plan (Tanimura & Antle 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, Tanimura & Antle, Inc. Profit Sharing 401(K) Plan is a benefit plan reported by Tanimura & Antle Inc. under EIN 94-2906792 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,233 participants and $109,153,669 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tanimura & Antle Inc.
- EIN
- 94-2906792
- Plan number
- 002
- Plan type
- 2
- Location
- Salinas, CA
- Latest filing year
- 2023
- Participants
- 4,233
- End-of-year plan assets
- $109,153,669
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,233 | H, C | 20241001145106NAL0011948320001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $109,153,669
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $109,153,669
- Net assets (BOY)
- $96,485,567
Income & contributions
- Employer contributions
- $2,772,612
- Participant contributions
- $4,686,518
- Total contributions
- $7,492,115
- Total income / additions
- $20,442,608
Expenses & distributions
- Benefits paid
- $7,568,228
- Administrative expenses
- $200,342
- Total expenses
- $7,774,506
- Net increase / (decrease)
- $12,668,102
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $166,454 | $0 | 2023 |
| Raymond James | NONE | $26,703 | not reported in the loaded dataset | 2023 |
| Clifton Larson Allen Wealth Advisor | NONE | $21,105 | not reported in the loaded dataset | 2023 |
| Hayashi & Wayland Accounting & Cons | NONE | $18,250 | not reported in the loaded dataset | 2023 |
| Concurrent Investment Advisors LLC | NONE | $13,297 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tanimura & Antle Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Salinas, CA
- Empower Annuity Insurance Company O — Schedule C compensation
- Raymond James — Schedule C compensation
- Clifton Larson Allen Wealth Advisor — Schedule C compensation
- Hayashi & Wayland Accounting & Cons — Schedule C compensation
- Concurrent Investment Advisors LLC — Schedule C compensation