2023 Form 5500 filing — Tti Inc. 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 20250710114020NAL0003457091001) for Tti Inc. 401(K) Profit Sharing Plan, reported by Tti, Inc. under EIN 39-1601474 and plan number 001. It reports 148 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250710114020NAL0003457091001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tti, Inc.
- EIN
- 39-1601474
- Plan number
- 001
- Location
- Eden, WI
- Participants
- 148
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,603,457
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,603,457
- Employer contributions
- $124,084
- Participant contributions
- $429,097
- Total income / additions
- $3,392,406
- Benefits paid
- $1,859,131
- Administrative expenses
- $45,133
- Total expenses
- $1,904,264
- Net increase / (decrease)
- $1,488,142
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cliftonlarsonallen Wealth Advisors | INVESTMENT MANAGEMENT | $29,692 | not reported in the loaded dataset |
| American Trust Company | RECORDKEEPER | $11,141 | not reported in the loaded dataset |
| Map Retirement Usa LLC | TPA | $4,300 | not reported in the loaded dataset |