Testequity LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Testequity LLC (EIN 65-1261392) is a plan sponsor located in North Richland Hills, TX with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
65-1261392
Location
North Richland Hills, TX
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Testequity LLC

  • 2 loaded plans hold $30.2M in reported assets.
  • The largest, Testequity 401(K) Savings Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,049 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$30.2MSummed across loaded plans$30,224,871
Total reported assets$30.2M$30,224,871
Total reported participants1K1,049
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$30.2M total assets
Net assets$30.2MLiabilities$0
Contributions & income
Employer contributions$1M
Participant contributions$2.2M
Total income / additions$7.9M
Expenses & distributions
Benefits paid / distributions$4.3M
Total expenses$4.4M
Net increase / (decrease)$3.5M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Testequity 401(K) Savings Plan
Participants per plan525Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #002 · 568 participants · 2023
  2. 2
    Testequity LLC Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 481 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Testequity LLC. Open one for its full reported snapshot.

  1. 2023
    Testequity LLC Welfare Benefit Plan481 participants · 2No schedules
    View filing →
  2. 2023
    Testequity 401(K) Savings Plan568 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Testequity LLC report on Form 5500?
Testequity LLC (EIN 65-1261392) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Testequity LLC?
The Employer Identification Number (EIN) reported for Testequity LLC is 65-1261392.
What is the latest Form 5500 filing year for Testequity LLC?
The latest loaded Form 5500 filing year for Testequity LLC is 2023.

Related Form 5500 pages