2023 Form 5500 filing — Testequity 401(K) 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 20241014154202NAL0013558691001) for Testequity 401(K) Savings Plan, reported by Testequity LLC under EIN 65-1261392 and plan number 002. It reports 568 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$30.2MReported net assets$30,224,871
Participants568
Provider compensation$115.4K3 Schedule C row(s)$115,363
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014154202NAL0013558691001
Plan sponsor
Testequity LLC
EIN
65-1261392
Plan number
002
Location
North Richland Hills, TX
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$30.2M total assets
Net assets$30.2MLiabilities$0
Money in vs. money out
Total income / additions$7.9M
Total expenses$4.4M
Benefits paid / distributions$4.3M
Contributions
Employer$1M
Participant$2.2M
Full reported line items
Total assets (EOY)
$30,224,871
Total liabilities (EOY)
$0
Net assets (EOY)
$30,224,871
Employer contributions
$1,031,756
Participant contributions
$2,196,373
Total income / additions
$7,857,847
Benefits paid
$4,274,783
Administrative expenses
$104,644
Total expenses
$4,401,719
Net increase / (decrease)
$3,456,128
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $57.7K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $50.3K
  3. 3
    CONTRACT ADMIN · Direct $7.4K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014154202NAL0013558691001 cover?
It is the 2023 Form 5500 filing for Testequity 401(K) Savings Plan, reported by Testequity LLC (EIN 65-1261392).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages