2023 Form 5500 filing — Tec-Corp Employees' Retirement 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 20241011132525NAL0022828065001) for Tec-Corp Employees' Retirement Plan, reported by Tec-Corp under EIN 42-1011760 and plan number 001. It reports 140 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011132525NAL0022828065001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tec-Corp
- EIN
- 42-1011760
- Plan number
- 001
- Location
- Sioux City, IA
- Participants
- 140
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,917,036
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,917,036
- Employer contributions
- $201,144
- Participant contributions
- $1,024,510
- Total income / additions
- $3,200,697
- Benefits paid
- $735,600
- Administrative expenses
- $51,721
- Total expenses
- $792,464
- Net increase / (decrease)
- $2,408,233
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Visionpoint Advisory Group | ADVISOR | $33,374 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $18,347 | $0 |