Tilson 401(K) Plan — Form 5500 plan (Tilson Technology Management, Inc.)

Plain-English plan 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, Tilson 401(K) Plan is a benefit plan reported by Tilson Technology Management, Inc. under EIN 01-0509537 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,115 participants and $26,689,661 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tilson Technology Management, Inc.
EIN
01-0509537
Plan number
001
Plan type
2
Location
Portland, ME
Latest filing year
2023
Participants
1,115
End-of-year plan assets
$26,689,661

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,115H, C20241011164239NAL0011191859001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,689,661
Total liabilities (EOY)
$0
Net assets (EOY)
$26,689,661
Net assets (BOY)
$17,684,580

Income & contributions

Employer contributions
$2,252,797
Participant contributions
$5,040,778
Total contributions
$9,108,600
Total income / additions
$12,866,147

Expenses & distributions

Benefits paid
$3,753,849
Administrative expenses
$102,892
Total expenses
$3,861,066
Net increase / (decrease)
$9,005,081

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$97,892not reported in the loaded dataset2023
Guidance Point Retirement ServicesADVISOR$5,000not reported in the loaded dataset2023

Related Form 5500 pages