2023 Form 5500 filing — Tape 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 20240819091610NAL0002409968001) for Tape 401(K) Plan, reported by Technical And Project Engineering, LLC under EIN 56-2341783 and plan number 001. It reports 246 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240819091610NAL0002409968001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Technical And Project Engineering, LLC
- EIN
- 56-2341783
- Plan number
- 001
- Location
- Alexandria, VA
- Participants
- 246
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,769,561
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,769,561
- Employer contributions
- $271,557
- Participant contributions
- $535,302
- Total income / additions
- $2,331,423
- Benefits paid
- $1,762,555
- Administrative expenses
- $88,081
- Total expenses
- $1,885,448
- Net increase / (decrease)
- $445,975
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ferguson Private Wealth Management | INVESTMENT ADVISOR | $33,506 | not reported in the loaded dataset |
| Brinker Capital, Inc. | INVESTMENT MANAGER | $19,147 | not reported in the loaded dataset |
| Pcs Retirement, LLC | CONTRACT ADMINISTRATOR | $0 | not reported in the loaded dataset |