2023 Form 5500 filing — Telespecialists, LLC 401(K) Profit Sharing Plan & Trust
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 20250417131834NAL0001006193001) for Telespecialists, LLC 401(K) Profit Sharing Plan & Trust, reported by Telespecialists, LLC under EIN 46-4004319 and plan number 001. It reports 174 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250417131834NAL0001006193001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Telespecialists, LLC
- EIN
- 46-4004319
- Plan number
- 001
- Location
- Fort Myers, FL
- Participants
- 174
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,997,610
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,997,610
- Employer contributions
- $381,603
- Participant contributions
- $913,064
- Total income / additions
- $1,727,743
- Benefits paid
- $112,135
- Administrative expenses
- $25,590
- Total expenses
- $137,725
- Net increase / (decrease)
- $1,590,018
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $14,971 | $0 |
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | $7,761 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,423 | not reported in the loaded dataset |
| Progressive Pension Admin., Inc. | CONTRACT ADMIN | $1,080 | $1,962 |