2023 Form 5500 filing — Terraphase Engineering 401(K) 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 20240731163720NAL0022700065001) for Terraphase Engineering 401(K) Plan, reported by Terraphase Engineering under EIN 27-3543127 and plan number 001. It reports 140 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731163720NAL0022700065001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Terraphase Engineering
- EIN
- 27-3543127
- Plan number
- 001
- Location
- Oakland, CA
- Participants
- 140
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,123,863
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,123,863
- Employer contributions
- $1,098,082
- Participant contributions
- $1,326,160
- Total income / additions
- $6,029,261
- Benefits paid
- $780,621
- Administrative expenses
- $60,771
- Total expenses
- $841,392
- Net increase / (decrease)
- $5,187,869
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $60,405 | $0 |
| Edward D Jones & Co Lp | INVESTMENT ADVISOR | $40,577 | $0 |
| Hicks Pension Services | TPA | $2,763 | $8,186 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $29 | $0 |
| Other | OTHER | $16 | $0 |