2023 Form 5500 filing — Terteling Employees' Profit Sharing And Thrift Savings 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 20240731151006NAL0014461427001) for Terteling Employees' Profit Sharing And Thrift Savings Plan, reported by The Terteling Company, Inc. under EIN 82-0180520 and plan number 001. It reports 1,598 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731151006NAL0014461427001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Terteling Company, Inc.
- EIN
- 82-0180520
- Plan number
- 001
- Location
- Boise, ID
- Participants
- 1,598
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $162,393,026
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $162,393,026
- Employer contributions
- $6,209,310
- Participant contributions
- $10,935,821
- Total income / additions
- $40,413,987
- Benefits paid
- $14,532,252
- Administrative expenses
- $209,623
- Total expenses
- $14,744,739
- Net increase / (decrease)
- $25,669,248
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $186,547 | not reported in the loaded dataset |
| Moss Adams Llp | ACCOUNTANT/AUDITOR | $35,175 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$10,460 | $0 |