2023 Form 5500 filing — Tegra LLC 401(K) Savings & Investment 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 20241003075500NAL0004681891001) for Tegra LLC 401(K) Savings & Investment Plan, reported by Tegra LLC under EIN 81-3245492 and plan number 001. It reports 777 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003075500NAL0004681891001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tegra LLC
- EIN
- 81-3245492
- Plan number
- 001
- Location
- Norfolk, VA
- Participants
- 777
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,354,748
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,354,748
- Employer contributions
- $260,519
- Participant contributions
- $481,414
- Total income / additions
- $1,740,097
- Benefits paid
- $1,189,617
- Administrative expenses
- $35,577
- Total expenses
- $1,266,150
- Net increase / (decrease)
- $473,947
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Procyon Partners LLC Dba Procyon Ad | INVESTMENT ADVISOR | $24,296 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,730 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $4,800 | $0 |
| Windham Brannon, P.C. | AUDITOR | $750 | not reported in the loaded dataset |