Technical Assurance Employee Stock Ownership Plan — Form 5500 plan (Technical Assurance, 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, Technical Assurance Employee Stock Ownership Plan is a benefit plan reported by Technical Assurance, Inc. under EIN 34-1746809 and plan number 002. The latest loaded filing year is 2023. The filing reports 48 participants and $13,695,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Technical Assurance, Inc.
- EIN
- 34-1746809
- Plan number
- 002
- Plan type
- 2
- Location
- Willoughby, OH
- Latest filing year
- 2023
- Participants
- 48
- End-of-year plan assets
- $13,695,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 48 | I | 20240809132024NAL0013630738001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $13,695,000
- Total liabilities (EOY)
- $226,505
- Net assets (EOY)
- $13,468,495
- Net assets (BOY)
- $4,069,234
Income & contributions
- Employer contributions
- $26,632
- Total income / additions
- $9,416,632
Expenses & distributions
- Benefits paid
- $9,968
- Total expenses
- $17,371
- Net increase / (decrease)
- $9,399,261
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.