Teacher Created Materials, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Teacher Created Materials, Inc)
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, Teacher Created Materials, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Teacher Created Materials, Inc under EIN 33-0004235 and plan number 001. The latest loaded filing year is 2023. The filing reports 262 participants and $27,256,710 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Teacher Created Materials, Inc
- EIN
- 33-0004235
- Plan number
- 001
- Plan type
- 2
- Location
- Huntington Beach, CA
- Latest filing year
- 2023
- Participants
- 262
- End-of-year plan assets
- $27,256,710
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 262 | H, C | 20241115155749NAL0002044386001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,256,710
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,256,710
- Net assets (BOY)
- $22,750,116
Income & contributions
- Employer contributions
- $765,830
- Participant contributions
- $1,882,280
- Total contributions
- $2,911,020
- Total income / additions
- $6,893,690
Expenses & distributions
- Benefits paid
- $2,247,296
- Administrative expenses
- $139,800
- Total expenses
- $2,387,096
- Net increase / (decrease)
- $4,506,594
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $88,628 | $0 | 2023 |
| Burnham Gibson Wealth Advisors LLC | INVESTMENT ADVISOR | $59,672 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,360 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Teacher Created Materials, Inc
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Huntington Beach, CA
- Empower Annuity Insurance Company O — Schedule C compensation
- Burnham Gibson Wealth Advisors LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation