Techserv Consulting & Training, Ltd. 401(K) Plan — Form 5500 plan (Techserv Consulting & Training, Ltd.)
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, Techserv Consulting & Training, Ltd. 401(K) Plan is a benefit plan reported by Techserv Consulting & Training, Ltd. under EIN 75-2943541 and plan number 001. The latest loaded filing year is 2023. The filing reports 516 participants and $9,033,692 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Techserv Consulting & Training, Ltd.
- EIN
- 75-2943541
- Plan number
- 001
- Plan type
- 2
- Location
- Tyler, TX
- Latest filing year
- 2023
- Participants
- 516
- End-of-year plan assets
- $9,033,692
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 516 | H, C | 20240813075013NAL0005658179001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,033,692
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,033,692
- Net assets (BOY)
- $8,040,969
Income & contributions
- Employer contributions
- $907,427
- Participant contributions
- $1,534,115
- Total contributions
- $2,491,430
- Total income / additions
- $3,721,656
Expenses & distributions
- Benefits paid
- $2,659,274
- Administrative expenses
- $69,659
- Total expenses
- $2,728,933
- Net increase / (decrease)
- $992,723
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch | RIA | $24,125 | $0 | 2023 |
| Pension Planning Consultants, Inc. | TPA | $10,814 | $0 | 2023 |
| John Hancock Life Insurance Co Usa | RECORDKEEPER | $5,698 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Techserv Consulting & Training, Ltd.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Tyler, TX
- Merrill Lynch — Schedule C compensation
- Pension Planning Consultants, Inc. — Schedule C compensation
- John Hancock Life Insurance Co Usa — Schedule C compensation