2023 Form 5500 filing — Techmer Pm, LLC 401(K) 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 20241011101533NAL0038412848001) for Techmer Pm, LLC 401(K) Profit Sharing Plan, reported by Techmer Pm, LLC under EIN 31-1566487 and plan number 001. It reports 625 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011101533NAL0038412848001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Techmer Pm, LLC
- EIN
- 31-1566487
- Plan number
- 001
- Location
- Clinton, TN
- Participants
- 625
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $66,969,622
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $66,969,622
- Employer contributions
- $1,418,163
- Participant contributions
- $2,082,244
- Total income / additions
- $16,948,775
- Benefits paid
- $13,877,041
- Administrative expenses
- $118,043
- Total expenses
- $14,081,669
- Net increase / (decrease)
- $2,867,106
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Graystone | SERVICE PROVIDER | $62,378 | not reported in the loaded dataset |
| Lincoln National Corporation | SERVICE PROVIDER | $55,665 | $0 |