2023 Form 5500 filing — Techsource, Inc. 401(K) Profit Sharing 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 20240717100927NAL0003873329001) for Techsource, Inc. 401(K) Profit Sharing Plan, reported by Techsource, Inc. under EIN 85-0448248 and plan number 001. It reports 377 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240717100927NAL0003873329001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Techsource, Inc.
- EIN
- 85-0448248
- Plan number
- 001
- Location
- Los Alamos, NM
- Participants
- 377
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,074,860
- Net assets (EOY)
- $15,074,860
- Employer contributions
- $987,759
- Participant contributions
- $2,356,893
- Total income / additions
- $6,225,689
- Benefits paid
- $1,476,506
- Administrative expenses
- $8,489
- Total expenses
- $1,484,995
- Net increase / (decrease)
- $4,740,694
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning LLC | INVESTMENT AD VISOR | $57,724 | not reported in the loaded dataset |
| Bonadio & Co, Llp | INDEPENDENT AUDITOR | $16,421 | not reported in the loaded dataset |
| Pension Planning Consultants, Inc. | TPA | $9,350 | not reported in the loaded dataset |