Tidel Engineering, Lp 401(K) Plan — Form 5500 plan (Tidel Engineering Lp)
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, Tidel Engineering, Lp 401(K) Plan is a benefit plan reported by Tidel Engineering Lp under EIN 20-4174332 and plan number 001. The latest loaded filing year is 2023. The filing reports 339 participants and $16,795,250 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tidel Engineering Lp
- EIN
- 20-4174332
- Plan number
- 001
- Plan type
- 2
- Location
- Carrollton, TX
- Latest filing year
- 2023
- Participants
- 339
- End-of-year plan assets
- $16,795,250
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 339 | H, C | 20241002094847NAL0008105457001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,795,250
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,795,250
- Net assets (BOY)
- $13,124,857
Income & contributions
- Employer contributions
- $524,721
- Participant contributions
- $1,692,681
- Total contributions
- $2,940,367
- Total income / additions
- $5,413,110
Expenses & distributions
- Benefits paid
- $1,595,132
- Administrative expenses
- $127,391
- Total expenses
- $1,742,717
- Net increase / (decrease)
- $3,670,393
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $75,761 | $0 | 2023 |
| Plexus Financial Services LLC | BROKER/ADVISER | $0 | $25,138 | 2023 |
| Plexus Financial Services, LLC | INVESTMENT ADVISOR | $19,065 | not reported in the loaded dataset | 2023 |
| Baker Tilly Corporation | AUDITOR | $14,929 | not reported in the loaded dataset | 2023 |
| Baker Tilly Virchow Krause, Llp | AUDITOR | $11,025 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $6,611 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tidel Engineering Lp
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Carrollton, TX
- Empower Annuity Insurance Company O — Schedule C compensation
- Plexus Financial Services LLC — Schedule C compensation
- Baker Tilly Corporation — Schedule C compensation
- Baker Tilly Virchow Krause, Llp — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation