2023 Form 5500 filing — Teleion 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240709125151NAL0020972336001) for Teleion 401(K) Plan, reported by Teleion LLC under EIN 26-1608597 and plan number 001. It reports 247 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240709125151NAL0020972336001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Teleion LLC
- EIN
- 26-1608597
- Plan number
- 001
- Location
- Seattle, WA
- Participants
- 247
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,124,975
- Net assets (EOY)
- $6,124,975
- Employer contributions
- $208,584
- Participant contributions
- $1,180,697
- Total income / additions
- $2,416,941
- Benefits paid
- $960,398
- Administrative expenses
- $50,142
- Total expenses
- $1,010,540
- Net increase / (decrease)
- $1,406,401
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gallagher Fiduciary Advisors, LLC | NONE | $21,522 | not reported in the loaded dataset |
| Nationwide | NONE | $19,170 | $0 |
| Hunnex & Shoemaker | NONE | $9,450 | not reported in the loaded dataset |