Original filing (PDF)20240718100532NAL0008904112001

TANNER INDUSTRIES, INC.

Name: TANNER INDUSTRIES, INC. — TANNER INDUSTRIES, INC. PROFIT SHARING 401K PLAN, Form 5500 (2023)
Creator: TANNER INDUSTRIES, INC.

Form 5500-SF

FILING_RECEIVED

TANNER INDUSTRIES, INC. PROFIT SHARING 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

120

Plan assets (EOY)

$39.3M

Net assets (EOY)

$39.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TANNER INDUSTRIES, INC..

Plan sponsor

Name

TANNER INDUSTRIES, INC.

EIN

23-2050034

Address

735 DAVISVILLE RD 3RD FL · SOUTHAMPTON, PA · 189663282

Phone

(215) 322-1238

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-18

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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