Total Equipment 401(K) Plan — Form 5500 plan (Total Equipment Management Services, LLC)

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, Total Equipment 401(K) Plan is a benefit plan reported by Total Equipment Management Services, LLC under EIN 47-2795194 and plan number 001. The latest loaded filing year is 2023. The filing reports 328 participants and $12,195,670 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Total Equipment Management Services, LLC
EIN
47-2795194
Plan number
001
Plan type
2
Location
Edmond, OK
Latest filing year
2023
Participants
328
End-of-year plan assets
$12,195,670

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023328H, C20241014104851NAL0014791603001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,195,670
Total liabilities (EOY)
$0
Net assets (EOY)
$12,195,670
Net assets (BOY)
$9,920,921

Income & contributions

Employer contributions
$679,357
Participant contributions
$996,235
Total contributions
$1,690,194
Total income / additions
$3,637,129

Expenses & distributions

Benefits paid
$1,357,649
Administrative expenses
$4,731
Total expenses
$1,362,380
Net increase / (decrease)
$2,274,749

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Minnesota Life Insurance CompanyNONE$4,731$02023

Related Form 5500 pages