2023 Form 5500 filing — Teknion LLC 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 20250915210313NAL0001492017001) for Teknion LLC 401(K) Profit Sharing Plan, reported by Teknion LLC under EIN 22-3785040 and plan number 001. It reports 509 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250915210313NAL0001492017001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Teknion LLC
- EIN
- 22-3785040
- Plan number
- 001
- Location
- Mount Laurel, NJ
- Participants
- 509
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,466,402
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,466,402
- Employer contributions
- $330,900
- Participant contributions
- $2,913,282
- Total income / additions
- $11,525,778
- Benefits paid
- $3,244,449
- Administrative expenses
- $132,030
- Total expenses
- $3,376,479
- Net increase / (decrease)
- $8,149,299
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $66,878 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $58,004 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $12,480 | not reported in the loaded dataset |