2023 Form 5500 filing — Teall Capital Partners LLC 401(K) Profit Sharing 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 20240829104913NAL0006387987002) for Teall Capital Partners LLC 401(K) Profit Sharing Plan, reported by Teall Capital Partners LLC under EIN 83-0591973 and plan number 001. It reports 537 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240829104913NAL0006387987002
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Teall Capital Partners LLC
- EIN
- 83-0591973
- Plan number
- 001
- Location
- Winston-Salem, NC
- Participants
- 537
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,433,421
- Total liabilities (EOY)
- $13,838
- Net assets (EOY)
- $9,419,583
- Employer contributions
- $766,144
- Participant contributions
- $1,394,999
- Total income / additions
- $3,872,712
- Benefits paid
- $1,496,931
- Administrative expenses
- $111,226
- Total expenses
- $1,608,157
- Net increase / (decrease)
- $2,264,555
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Financial Life Insuran | RECORD-KEEPER | $27,938 | $0 |
| Raymond James & Associates, Inc. | INVESTMENT ADVISORY | $23,891 | $0 |
| Anderson Smith Wike Pllc | AUDITOR | $23,800 | $0 |
| Administrative Fiduciary Services I | FIDUCIARY SERVICES | $15,335 | $0 |
| Nova 401(K) Associates Lp | THIRD PARTY ADMINISTRATOR | $10,923 | $288 |