2023 Form 5500 filing — Telgian 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 20250113110017NAL0029990608001) for Telgian Profit Sharing Plan, reported by Telgian Profit Sharing Plan under EIN 33-0474314 and plan number 001. It reports 349 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)$14.6MReported net assets$14,550,976
Participants349
Provider compensation$46.2K2 Schedule C row(s)$46,197
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250113110017NAL0029990608001
Plan sponsor
Telgian Profit Sharing Plan
EIN
33-0474314
Plan number
001
Location
Phoenix, AZ
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)$14.6M total assets
Net assets$14.6MLiabilities$0
Money in vs. money out
Total income / additions$3.5M
Total expenses$1M
Benefits paid / distributions$989.6K
Contributions
Employer$345K
Participant$1.1M
Full reported line items
Total assets (EOY)
$14,550,976
Total liabilities (EOY)
$0
Net assets (EOY)
$14,550,976
Employer contributions
$344,962
Participant contributions
$1,130,176
Total income / additions
$3,536,991
Benefits paid
$989,579
Administrative expenses
$15,207
Total expenses
$1,005,934
Net increase / (decrease)
$2,531,057
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISORY · Direct $0 · Indirect $31K
  2. 2
    CONTRACT ADMINISTRATOR · Direct $15.2K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250113110017NAL0029990608001 cover?
It is the 2023 Form 5500 filing for Telgian Profit Sharing Plan, reported by Telgian Profit Sharing Plan (EIN 33-0474314).
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