2023 Form 5500 filing — Technology Advancement Group, Inc. 401(K) And 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 20241007090054NAL0007434339001) for Technology Advancement Group, Inc. 401(K) And Profit Sharing Plan, reported by Technology Advancement Group under EIN 54-1600183 and plan number 001. It reports 55 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.6MReported net assets$3,557,434
Participants55
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241007090054NAL0007434339001
Plan sponsor
Technology Advancement Group
EIN
54-1600183
Plan number
001
Location
Ashburn, VA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$3.6M total assets
Net assets$3.6MLiabilities$0
Money in vs. money out
Total income / additions$1.1M
Total expenses$462K
Benefits paid / distributions$452.9K
Contributions
Employer$202.2K
Participant$381.9K
Full reported line items
Total assets (EOY)
$3,557,434
Total liabilities (EOY)
$0
Net assets (EOY)
$3,557,434
Employer contributions
$202,249
Participant contributions
$381,891
Total income / additions
$1,082,311
Benefits paid
$452,886
Administrative expenses
$9,160
Total expenses
$462,046
Net increase / (decrease)
$620,265

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241007090054NAL0007434339001 cover?
It is the 2023 Form 5500 filing for Technology Advancement Group, Inc. 401(K) And Profit Sharing Plan, reported by Technology Advancement Group (EIN 54-1600183).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages