2023 Form 5500 filing — Teacher Created Materials, Inc. 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 20241115155749NAL0002044386001) for Teacher Created Materials, Inc. 401(K) Profit Sharing Plan, reported by Teacher Created Materials, Inc under EIN 33-0004235 and plan number 001. It reports 262 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241115155749NAL0002044386001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Teacher Created Materials, Inc
- EIN
- 33-0004235
- Plan number
- 001
- Location
- Huntington Beach, CA
- Participants
- 262
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,256,710
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,256,710
- Employer contributions
- $765,830
- Participant contributions
- $1,882,280
- Total income / additions
- $6,893,690
- Benefits paid
- $2,247,296
- Administrative expenses
- $139,800
- Total expenses
- $2,387,096
- Net increase / (decrease)
- $4,506,594
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $88,628 | $0 |
| Burnham Gibson Wealth Advisors LLC | INVESTMENT ADVISOR | $59,672 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,360 | not reported in the loaded dataset |