Tape 401(K) Plan — Form 5500 plan (Technical And Project Engineering, 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, Tape 401(K) Plan is a benefit plan reported by Technical And Project Engineering, LLC under EIN 56-2341783 and plan number 001. The latest loaded filing year is 2023. The filing reports 246 participants and $10,769,561 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Technical And Project Engineering, LLC
EIN
56-2341783
Plan number
001
Plan type
2
Location
Alexandria, VA
Latest filing year
2023
Participants
246
End-of-year plan assets
$10,769,561

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023246H, C20240819091610NAL0002409968001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,769,561
Total liabilities (EOY)
$0
Net assets (EOY)
$10,769,561
Net assets (BOY)
$10,323,586

Income & contributions

Employer contributions
$271,557
Participant contributions
$535,302
Total contributions
$926,653
Total income / additions
$2,331,423

Expenses & distributions

Benefits paid
$1,762,555
Administrative expenses
$88,081
Total expenses
$1,885,448
Net increase / (decrease)
$445,975

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ferguson Private Wealth ManagementINVESTMENT ADVISOR$33,506not reported in the loaded dataset2023
Brinker Capital, Inc.INVESTMENT MANAGER$19,147not reported in the loaded dataset2023
Pcs Retirement, LLCCONTRACT ADMINISTRATOR$0not reported in the loaded dataset2023

Related Form 5500 pages