Plan5500

Techsource, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Techsource, 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, Techsource, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Techsource, Inc. under EIN 85-0448248 and plan number 001. The latest loaded filing year is 2023. The filing reports 377 participants and $15,074,860 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Techsource, Inc.
EIN
85-0448248
Plan number
001
Plan type
2
Location
Los Alamos, NM
Latest filing year
2023
Participants
377
End-of-year plan assets
$15,074,860

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023377H, C20240717100927NAL0003873329001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,074,860
Net assets (EOY)
$15,074,860
Net assets (BOY)
$10,334,166

Income & contributions

Employer contributions
$987,759
Participant contributions
$2,356,893
Total contributions
$3,958,583
Total income / additions
$6,225,689

Expenses & distributions

Benefits paid
$1,476,506
Administrative expenses
$8,489
Total expenses
$1,484,995
Net increase / (decrease)
$4,740,694

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Creative Planning LLCINVESTMENT AD VISOR$57,724not reported in the loaded dataset2023
Bonadio & Co, LlpINDEPENDENT AUDITOR$16,421not reported in the loaded dataset2023
Pension Planning Consultants, Inc.TPA$9,350not reported in the loaded dataset2023

Related Form 5500 pages