2023 Form 5500 filing — Tilson 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 20241011164239NAL0011191859001) for Tilson 401(K) Plan, reported by Tilson Technology Management, Inc. under EIN 01-0509537 and plan number 001. It reports 1,115 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011164239NAL0011191859001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tilson Technology Management, Inc.
- EIN
- 01-0509537
- Plan number
- 001
- Location
- Portland, ME
- Participants
- 1,115
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,689,661
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,689,661
- Employer contributions
- $2,252,797
- Participant contributions
- $5,040,778
- Total income / additions
- $12,866,147
- Benefits paid
- $3,753,849
- Administrative expenses
- $102,892
- Total expenses
- $3,861,066
- Net increase / (decrease)
- $9,005,081
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $97,892 | not reported in the loaded dataset |
| Guidance Point Retirement Services | ADVISOR | $5,000 | not reported in the loaded dataset |