2023 Form 5500 filing — Tecolote Research, Inc. Employee Stock Ownership 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 20250314152627NAL0011926291001) for Tecolote Research, Inc. Employee Stock Ownership Plan, reported by Tecolote Research, Inc. under EIN 95-2834773 and plan number 001. It reports 818 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

EFAST2 acknowledgement
20250314152627NAL0011926291001
Filing year
2023
Form type
2
Plan sponsor
Tecolote Research, Inc.
EIN
95-2834773
Plan number
001
Location
Goleta, CA
Participants
818
Schedules available
Schedule H
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$320,804,850
Total liabilities (EOY)
$28,848,240
Net assets (EOY)
$291,956,610
Employer contributions
$1,596,694
Total income / additions
$94,179,280
Benefits paid
$18,811,723
Administrative expenses
$0
Total expenses
$19,155,302
Net increase / (decrease)
$75,023,978
Schedule source
Schedule H

Related Form 5500 pages