Tekton Research Inc 401k Plan — Form 5500 plan (Tekton Research, 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, Tekton Research Inc 401k Plan is a benefit plan reported by Tekton Research, Inc. under EIN 20-5473961 and plan number 001. The latest loaded filing year is 2023. The filing reports 147 participants and $3,692,398 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$3.7MPlan net assets, end of year$3,692,398
Participants147Covered participants reported
Assets / participant$25.1KComputed: assets ÷ participants$25,118 (computed)
Provider compensation$17K3 Schedule C provider row(s)$16,998
Plan sponsor
Tekton Research, Inc.
EIN
20-5473961
Plan number
001
Plan type
2
Location
Austin, TX
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023147H, C20251020092807NAL0000766099001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

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

Net assets

Total assets (EOY)
$3,692,398
Total liabilities (EOY)
$0
Net assets (EOY)
$3,692,398
Net assets (BOY)
$2,558,214

Income & contributions

Employer contributions
$360,372
Participant contributions
$488,304
Total contributions
$849,898
Total income / additions
$1,314,090

Expenses & distributions

Benefits paid
$128,812
Administrative expenses
$51,094
Total expenses
$179,906
Net increase / (decrease)
$1,134,184
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 42%Participant 58%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income10%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wells Fargo Advisors FinancialRIA$15,394not reported in the loaded dataset2023
John Hancock Life Insurance CompanyRECORDKEEPER$988not reported in the loaded dataset2023
Wilshire Associates Inc(Usa)RIA$616not reported in the loaded dataset2023

Related Form 5500 pages