2023 Form 5500 filing — Tecolote Research, Inc. Money Purchase Pension 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 20250312190419NAL0010444659001) for Tecolote Research, Inc. Money Purchase Pension Plan, reported by Tecolote Research, Inc. under EIN 95-2834773 and plan number 002. It reports 883 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250312190419NAL0010444659001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tecolote Research, Inc.
- EIN
- 95-2834773
- Plan number
- 002
- Location
- Goleta, CA
- Participants
- 883
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $188,569,391
- Net assets (EOY)
- $188,569,391
- Employer contributions
- $10,863,869
- Total income / additions
- $40,928,559
- Benefits paid
- $8,766,243
- Administrative expenses
- $198,424
- Total expenses
- $8,964,667
- Net increase / (decrease)
- $31,963,892
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirment Plan Services Inc | NONE | $81,351 | not reported in the loaded dataset |
| Gerber Kawasaki Wealth & | NONE | $65,986 | not reported in the loaded dataset |
| Nfp Retirement Inc | NONE | $36,750 | not reported in the loaded dataset |
| West Coast Financial LLC | NONE | $5,155 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $1,133 | $0 |