Plan5500

Terteling Employees' Profit Sharing And Thrift Savings Plan — Form 5500 plan (The Terteling Company, 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, Terteling Employees' Profit Sharing And Thrift Savings Plan is a benefit plan reported by The Terteling Company, Inc. under EIN 82-0180520 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,598 participants and $162,393,026 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Terteling Company, Inc.
EIN
82-0180520
Plan number
001
Plan type
2
Location
Boise, ID
Latest filing year
2023
Participants
1,598
End-of-year plan assets
$162,393,026

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,598H, C20240731151006NAL0014461427001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$162,393,026
Total liabilities (EOY)
$0
Net assets (EOY)
$162,393,026
Net assets (BOY)
$136,723,778

Income & contributions

Employer contributions
$6,209,310
Participant contributions
$10,935,821
Total contributions
$17,843,458
Total income / additions
$40,413,987

Expenses & distributions

Benefits paid
$14,532,252
Administrative expenses
$209,623
Total expenses
$14,744,739
Net increase / (decrease)
$25,669,248

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$186,547not reported in the loaded dataset2023
Moss Adams LlpACCOUNTANT/AUDITOR$35,175not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$10,460$02023

Related Form 5500 pages