2023 Form 5500 filing — Tekton Research Inc 401k 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 20251020092807NAL0000766099001) for Tekton Research Inc 401k Plan, reported by Tekton Research, Inc. under EIN 20-5473961 and plan number 001. It reports 147 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)$3.7MReported net assets$3,692,398
Participants147
Provider compensation$17K3 Schedule C row(s)$16,998
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20251020092807NAL0000766099001
Plan sponsor
Tekton Research, Inc.
EIN
20-5473961
Plan number
001
Location
Austin, TX
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)$3.7M total assets
Net assets$3.7MLiabilities$0
Money in vs. money out
Total income / additions$1.3M
Total expenses$179.9K
Benefits paid / distributions$128.8K
Contributions
Employer$360.4K
Participant$488.3K
Full reported line items
Total assets (EOY)
$3,692,398
Total liabilities (EOY)
$0
Net assets (EOY)
$3,692,398
Employer contributions
$360,372
Participant contributions
$488,304
Total income / additions
$1,314,090
Benefits paid
$128,812
Administrative expenses
$51,094
Total expenses
$179,906
Net increase / (decrease)
$1,134,184

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Wells Fargo Advisors FinancialRIA$15,394not reported in the loaded dataset
John Hancock Life Insurance CompanyRECORDKEEPER$988not reported in the loaded dataset
Wilshire Associates Inc(Usa)RIA$616not reported in the loaded dataset

Related Form 5500 pages