2023 Form 5500 filing — Teco-Westinghouse Motor Company 401(K) Employee Savings 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 20241009152715NAL0010782963001) for Teco-Westinghouse Motor Company 401(K) Employee Savings Plan, reported by Teco-Westinghouse Motor Company under EIN 74-2482708 and plan number 001. It reports 358 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009152715NAL0010782963001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Teco-Westinghouse Motor Company
- EIN
- 74-2482708
- Plan number
- 001
- Location
- Round Rock, TX
- Participants
- 358
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $46,214,446
- Total liabilities (EOY)
- $95
- Net assets (EOY)
- $46,214,351
- Employer contributions
- $720,808
- Participant contributions
- $1,621,818
- Total income / additions
- $8,502,737
- Benefits paid
- $3,954,132
- Administrative expenses
- $87,713
- Total expenses
- $4,041,845
- Net increase / (decrease)
- $4,460,892
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $48,091 | $0 |
| Sageview Advisory Group LLC | ADVISOR/INVESTMENT ADV | $39,622 | not reported in the loaded dataset |