Tekla Research, Inc. 401(K) Plan — Form 5500 plan (Tekla Research, 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, Tekla Research, Inc. 401(K) Plan is a benefit plan reported by Tekla Research, Inc. under EIN 54-1773706 and plan number 001. The latest loaded filing year is 2023. The filing reports 354 participants and $26,992,567 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tekla Research, Inc.
EIN
54-1773706
Plan number
001
Plan type
2
Location
Fredericksburg, VA
Latest filing year
2023
Participants
354
End-of-year plan assets
$26,992,567

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023354H, C20241015180951NAL0017021459001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,992,567
Total liabilities (EOY)
$0
Net assets (EOY)
$26,992,567
Net assets (BOY)
$20,045,099

Income & contributions

Employer contributions
$1,665,147
Participant contributions
$2,197,147
Total contributions
$4,218,589
Total income / additions
$8,093,026

Expenses & distributions

Benefits paid
$1,037,880
Administrative expenses
$93,823
Total expenses
$1,145,558
Net increase / (decrease)
$6,947,468

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$93,823$02023

Related Form 5500 pages