Plan5500

Total Expert, Inc. 401k Plan — Form 5500 plan (Total Expert, 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, Total Expert, Inc. 401k Plan is a benefit plan reported by Total Expert, Inc. under EIN 81-2229221 and plan number 001. The latest loaded filing year is 2023. The filing reports 400 participants and $14,909,569 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Total Expert, Inc.
EIN
81-2229221
Plan number
001
Plan type
2
Location
St. Louis Park, MN
Latest filing year
2023
Participants
400
End-of-year plan assets
$14,909,569

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023400H, C20241001135956NAL0003350659001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,909,569
Total liabilities (EOY)
$0
Net assets (EOY)
$14,909,569
Net assets (BOY)
$9,627,363

Income & contributions

Employer contributions
$870,539
Participant contributions
$3,031,083
Total contributions
$4,666,119
Total income / additions
$6,985,284

Expenses & distributions

Benefits paid
$1,592,626
Administrative expenses
$107,175
Total expenses
$1,703,078
Net increase / (decrease)
$5,282,206

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
VestwellRECORDKEEPER$65,646not reported in the loaded dataset2023

Related Form 5500 pages