2023 Form 5500 filing — The Terracon 401(K) And Esop 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 20240821091859NAL0006012544001) for The Terracon 401(K) And Esop Plan, reported by Tsvc, Inc under EIN 06-1664428 and plan number 002. It reports 8,393 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240821091859NAL0006012544001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tsvc, Inc
- EIN
- 06-1664428
- Plan number
- 002
- Location
- Olathe, KS
- Participants
- 8,393
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $876,583,123
- Net assets (EOY)
- $876,583,123
- Employer contributions
- $19,123,316
- Participant contributions
- $46,156,913
- Total income / additions
- $206,936,660
- Benefits paid
- $60,364,431
- Administrative expenses
- $330,840
- Total expenses
- $60,695,271
- Net increase / (decrease)
- $146,241,389
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $330,895 | not reported in the loaded dataset |
| Investment Management Associat | NONE | $7,015 | not reported in the loaded dataset |
| Boyce & Associates Wealth | NONE | $5,669 | not reported in the loaded dataset |
| Envestnet Asset Management Inc | NONE | $5,418 | not reported in the loaded dataset |
| Charles Schwab & Co. Inc. | NONE | $1,602 | $0 |