Technologent 401(K) Plan — Form 5500 plan (Thomas Gallaway Corporation Dba Technologent)

Plain-English plan 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, Technologent 401(K) Plan is a benefit plan reported by Thomas Gallaway Corporation Dba Technologent under EIN 04-3589773 and plan number 001. The latest loaded filing year is 2023. The filing reports 337 participants and $27,080,823 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Thomas Gallaway Corporation Dba Technologent
EIN
04-3589773
Plan number
001
Plan type
2
Location
Irvine, CA
Latest filing year
2023
Participants
337
End-of-year plan assets
$27,080,823

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023337H, C20240920151846NAL0004552899001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,080,823
Total liabilities (EOY)
$0
Net assets (EOY)
$27,080,823
Net assets (BOY)
$20,768,461

Income & contributions

Employer contributions
$108,686
Participant contributions
$2,943,369
Total contributions
$3,209,150
Total income / additions
$7,172,110

Expenses & distributions

Benefits paid
$793,088
Administrative expenses
$56,746
Total expenses
$859,748
Net increase / (decrease)
$6,312,362

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$48,996$02023
Global Retirement Partners, LLCADVISOR$23,286not reported in the loaded dataset2023
Pension Professionals, Inc.TPA$12,185$02023
Pricekubeka, PllcAUDITOR$9,750$02023

Related Form 5500 pages