2023 Form 5500 filing — Topographic Om, Inc. Retirement Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240408062913NAL0037559234001) for Topographic Om, Inc. Retirement Plan, reported by Topographic Om, Inc. under EIN 73-0717508 and plan number 001. It reports 358 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$18.1MReported net assets$18,134,709
Participants358
Provider compensation$115.6K4 Schedule C row(s)$115,553
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240408062913NAL0037559234001
Plan sponsor
Topographic Om, Inc.
EIN
73-0717508
Plan number
001
Location
Benbrook, TX
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$18.1M total assets
Net assets$18.1MLiabilities$0
Money in vs. money out
Total income / additions$4.7M
Total expenses$1.4M
Benefits paid / distributions$1.3M
Contributions
Employer$551.9K
Participant$1.5M
Full reported line items
Total assets (EOY)
$18,134,709
Total liabilities (EOY)
$0
Net assets (EOY)
$18,134,709
Employer contributions
$551,941
Participant contributions
$1,456,984
Total income / additions
$4,699,559
Benefits paid
$1,277,958
Administrative expenses
$105,553
Total expenses
$1,383,511
Net increase / (decrease)
$3,316,048

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Insurance Company ORECORDKEEPER$50,091$0
Raymond James & Associates .00 IncINVESTMENT ADVISOR$41,960$0
Empower Advisory Group, LLCINVESTMENT MANAGER$13,502$0
Nova 401(K) AssociatesCONTRACT ADMINISTRATOR$0$10,000

Related Form 5500 pages