2023 Form 5500 filing — Technology Partners, LLC 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 20240904013725NAL0019657425001) for Technology Partners, LLC 401(K) Profit Sharing Plan, reported by Technology Partners, LLC under EIN 56-2195793 and plan number 001. It reports 236 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240904013725NAL0019657425001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Technology Partners, LLC
- EIN
- 56-2195793
- Plan number
- 001
- Location
- Charlotte, NC
- Participants
- 236
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,282,033
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,282,033
- Employer contributions
- $604,949
- Participant contributions
- $1,439,187
- Total income / additions
- $4,461,020
- Benefits paid
- $1,469,018
- Administrative expenses
- $82,017
- Total expenses
- $1,551,035
- Net increase / (decrease)
- $2,909,985
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch - Fas | REGISTERED INVESTMENT AD | $15,890 | not reported in the loaded dataset |
| Merrill Lynch - Eps | REGISTERED INVESTMENT AD | $15,890 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | RECORDKEEPING AND INFORM | $0 | $2,144 |