2023 Form 5500 filing — Tedia Company, Inc. 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 20241004063507NAL0011805745001) for Tedia Company, Inc. 401(K) Plan, reported by Tedia Company, Inc. under EIN 31-0842426 and plan number 002. It reports 146 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004063507NAL0011805745001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tedia Company, Inc.
- EIN
- 31-0842426
- Plan number
- 002
- Location
- Fairfield, OH
- Participants
- 146
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,427,525
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,427,525
- Employer contributions
- $249,081
- Participant contributions
- $477,338
- Total income / additions
- $1,741,888
- Benefits paid
- $1,019,314
- Administrative expenses
- $10,976
- Total expenses
- $1,030,290
- Net increase / (decrease)
- $711,598
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $7,331 | $0 |
| Creative Retirement Systems, Inc. | CONTRACT ADMINISTRATOR | $3,645 | $166 |
| Sbhu Life Agency | OTHER SERVICES | $0 | $1,326 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |