Terraphase Engineering 401(K) Plan — Form 5500 plan (Terraphase Engineering)
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, Terraphase Engineering 401(K) Plan is a benefit plan reported by Terraphase Engineering under EIN 27-3543127 and plan number 001. The latest loaded filing year is 2023. The filing reports 140 participants and $25,123,863 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Terraphase Engineering
- EIN
- 27-3543127
- Plan number
- 001
- Plan type
- 2
- Location
- Oakland, CA
- Latest filing year
- 2023
- Participants
- 140
- End-of-year plan assets
- $25,123,863
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 140 | H, C | 20240731163720NAL0022700065001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,123,863
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,123,863
- Net assets (BOY)
- $15,352,342
Income & contributions
- Employer contributions
- $1,098,082
- Participant contributions
- $1,326,160
- Total contributions
- $2,552,631
- Total income / additions
- $6,029,261
Expenses & distributions
- Benefits paid
- $780,621
- Administrative expenses
- $60,771
- Total expenses
- $841,392
- Net increase / (decrease)
- $5,187,869
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $60,405 | $0 | 2023 |
| Edward D Jones & Co Lp | INVESTMENT ADVISOR | $40,577 | $0 | 2023 |
| Hicks Pension Services | TPA | $2,763 | $8,186 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $29 | $0 | 2023 |
| Other | OTHER | $16 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Terraphase Engineering
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Oakland, CA
- Empower Annuity Insurance Company — Schedule C compensation
- Edward D Jones & Co Lp — Schedule C compensation
- Hicks Pension Services — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Other — Schedule C compensation