2023 Form 5500 filing — Teter, Inc. 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 20241015131724NAL0048079728001) for Teter, Inc. 401(K) Plan, reported by Teter, Inc. under EIN 77-0071091 and plan number 001. It reports 150 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)$10.7MReported net assets$10,677,761
Participants150
Provider compensation$2641 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015131724NAL0048079728001
Plan sponsor
Teter, Inc.
EIN
77-0071091
Plan number
001
Location
Fresno, CA
Received date
not reported in the loaded dataset
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)$10.7M total assets
Net assets$10.7MLiabilities$0
Money in vs. money out
Total income / additions$2.4M
Total expenses$730K
Benefits paid / distributions$663.7K
Contributions
EmployerNot reported
Participant$801K
Full reported line items
Total assets (EOY)
$10,677,761
Total liabilities (EOY)
$0
Net assets (EOY)
$10,677,761
Participant contributions
$800,987
Total income / additions
$2,411,538
Benefits paid
$663,707
Administrative expenses
$66,249
Total expenses
$729,956
Net increase / (decrease)
$1,681,582

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
John Hancock Life Insurance CompanyINVESTMENT RECORDKEEPE R$264$0

Related Form 5500 pages