2023 Form 5500 filing — Tyler Technologies, Inc. 401(K) Profit Sharing Plan & Trust
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 20240724104735NAL0012506721001) for Tyler Technologies, Inc. 401(K) Profit Sharing Plan & Trust, reported by Tyler Technologies, Inc. under EIN 75-2303920 and plan number 002. It reports 8,973 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240724104735NAL0012506721001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tyler Technologies, Inc.
- EIN
- 75-2303920
- Plan number
- 002
- Location
- Plano, TX
- Participants
- 8,973
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,041,018,337
- Total liabilities (EOY)
- $84
- Net assets (EOY)
- $1,041,018,253
- Employer contributions
- $18,589,330
- Participant contributions
- $66,138,704
- Total income / additions
- $268,913,504
- Benefits paid
- $56,836,994
- Administrative expenses
- $585,466
- Total expenses
- $57,456,081
- Net increase / (decrease)
- $211,457,423
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $273,886 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $241,709 | not reported in the loaded dataset |
| Valmark Advisers, Inc. | INVESTMENT ADVISOR | $55,000 | not reported in the loaded dataset |
| Baker Tilly Us, Llp | ACCOUNTANT/AUDITOR | $19,425 | not reported in the loaded dataset |
| Verrill Dana Llp | ATTORNEY/LEGAL | $5,568 | not reported in the loaded dataset |