2023 Form 5500 filing — Tecs 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 20250306123908NAL0016132176001) for Tecs 401(K) Profit Sharing Plan, reported by Thomas Edison Charter School under EIN 87-0673250 and plan number 001. It reports 146 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)$8.1MReported net assets$8,096,925
Participants146
Provider compensation$30.1K2 Schedule C row(s)$30,108
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250306123908NAL0016132176001
- Plan sponsor
- Thomas Edison Charter School
- EIN
- 87-0673250
- Plan number
- 001
- Location
- North Logan, UT
- 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)$8.1M total assets
Net assets$8.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $8,096,925
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,096,925
- Employer contributions
- $590,397
- Participant contributions
- $198,886
- Total income / additions
- $1,900,176
- Benefits paid
- $396,357
- Administrative expenses
- $30,108
- Total expenses
- $426,465
- Net increase / (decrease)
- $1,473,711
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $15,065 | $0 |
| Allegis/Adams Wealth Advisors | ADVISOR | $15,043 | not reported in the loaded dataset |