2023 Form 5500 filing — Tidel Engineering, Lp 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 20241002094847NAL0008105457001) for Tidel Engineering, Lp 401(K) Plan, reported by Tidel Engineering Lp under EIN 20-4174332 and plan number 001. It reports 339 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002094847NAL0008105457001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tidel Engineering Lp
- EIN
- 20-4174332
- Plan number
- 001
- Location
- Carrollton, TX
- Participants
- 339
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,795,250
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,795,250
- Employer contributions
- $524,721
- Participant contributions
- $1,692,681
- Total income / additions
- $5,413,110
- Benefits paid
- $1,595,132
- Administrative expenses
- $127,391
- Total expenses
- $1,742,717
- Net increase / (decrease)
- $3,670,393
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $75,761 | $0 |
| Plexus Financial Services LLC | BROKER/ADVISER | $0 | $25,138 |
| Plexus Financial Services, LLC | INVESTMENT ADVISOR | $19,065 | not reported in the loaded dataset |
| Baker Tilly Corporation | AUDITOR | $14,929 | not reported in the loaded dataset |
| Baker Tilly Virchow Krause, Llp | AUDITOR | $11,025 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $6,611 | not reported in the loaded dataset |