2023 Form 5500 filing — Technical Assurance Employee Stock Ownership 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 20240809132024NAL0013630738001) for Technical Assurance Employee Stock Ownership Plan, reported by Technical Assurance, Inc. under EIN 34-1746809 and plan number 002. It reports 48 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240809132024NAL0013630738001
Filing year
2023
Form type
2
Plan sponsor
Technical Assurance, Inc.
EIN
34-1746809
Plan number
002
Location
Willoughby, OH
Participants
48
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$13,695,000
Total liabilities (EOY)
$226,505
Net assets (EOY)
$13,468,495
Employer contributions
$26,632
Total income / additions
$9,416,632
Benefits paid
$9,968
Total expenses
$17,371
Net increase / (decrease)
$9,399,261
Schedule source
Schedule I

Related Form 5500 pages