Plan5500

Terratest, Inc. Retirement Savings Plan — Form 5500 plan (Terratest, 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, Terratest, Inc. Retirement Savings Plan is a benefit plan reported by Terratest, Inc. under EIN 82-3690201 and plan number 001. The latest loaded filing year is 2023. The filing reports 210 participants and $11,343,847 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Terratest, Inc.
EIN
82-3690201
Plan number
001
Plan type
2
Location
Purcellville, VA
Latest filing year
2023
Participants
210
End-of-year plan assets
$11,343,847

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023210H, C20241011160015NAL0023169969001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,343,847
Total liabilities (EOY)
$0
Net assets (EOY)
$11,343,847
Net assets (BOY)
$9,201,758

Income & contributions

Employer contributions
$555,982
Participant contributions
$1,264,167
Total contributions
$1,820,149
Total income / additions
$3,529,801

Expenses & distributions

Benefits paid
$1,354,288
Administrative expenses
$33,424
Total expenses
$1,387,712
Net increase / (decrease)
$2,142,089

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wilmington Trust N.A.RETAINED BY EMPLOYER$19,285not reported in the loaded dataset2023
John HancockRETAINED BY EMPLOYER$14,140$02023

Related Form 5500 pages