2023 Form 5500 filing — Technologent 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 20240920151846NAL0004552899001) for Technologent 401(K) Plan, reported by Thomas Gallaway Corporation Dba Technologent under EIN 04-3589773 and plan number 001. It reports 337 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920151846NAL0004552899001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Thomas Gallaway Corporation Dba Technologent
- EIN
- 04-3589773
- Plan number
- 001
- Location
- Irvine, CA
- Participants
- 337
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,080,823
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,080,823
- Employer contributions
- $108,686
- Participant contributions
- $2,943,369
- Total income / additions
- $7,172,110
- Benefits paid
- $793,088
- Administrative expenses
- $56,746
- Total expenses
- $859,748
- Net increase / (decrease)
- $6,312,362
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $48,996 | $0 |
| Global Retirement Partners, LLC | ADVISOR | $23,286 | not reported in the loaded dataset |
| Pension Professionals, Inc. | TPA | $12,185 | $0 |
| Pricekubeka, Pllc | AUDITOR | $9,750 | $0 |