2023 Form 5500 filing — Tensley Consulting, 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 20241015135116NAL0016532723001) for Tensley Consulting, Inc. 401(K) Plan, reported by Tensley Consulting, Inc. under EIN 27-1259847 and plan number 001. It reports 125 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015135116NAL0016532723001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tensley Consulting, Inc.
- EIN
- 27-1259847
- Plan number
- 001
- Location
- Annapolis Junction, MD
- Participants
- 125
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,982,528
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,982,528
- Employer contributions
- $1,426,980
- Participant contributions
- $904,103
- Total income / additions
- $5,667,943
- Benefits paid
- $2,489,871
- Administrative expenses
- $11,381
- Total expenses
- $2,505,067
- Net increase / (decrease)
- $3,162,876
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Retirement Planners | TPA | $2,300 | $8,423 |
| Morningstar | INVESTMENT ADVISORY | $3,687 | $2,847 |
| Voya Retirement Insurance Annuity | SERVICE PROVIDER | $3,687 | $0 |