Teknion LLC 401(K) Profit Sharing Plan — Form 5500 plan (Teknion LLC)
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, Teknion LLC 401(K) Profit Sharing Plan is a benefit plan reported by Teknion LLC under EIN 22-3785040 and plan number 001. The latest loaded filing year is 2023. The filing reports 509 participants and $38,466,402 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Teknion LLC
- EIN
- 22-3785040
- Plan number
- 001
- Plan type
- 2
- Location
- Mount Laurel, NJ
- Latest filing year
- 2023
- Participants
- 509
- End-of-year plan assets
- $38,466,402
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 509 | H, C | 20250915210313NAL0001492017001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,466,402
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,466,402
- Net assets (BOY)
- $30,317,103
Income & contributions
- Employer contributions
- $330,900
- Participant contributions
- $2,913,282
- Total contributions
- $5,008,130
- Total income / additions
- $11,525,778
Expenses & distributions
- Benefits paid
- $3,244,449
- Administrative expenses
- $132,030
- Total expenses
- $3,376,479
- Net increase / (decrease)
- $8,149,299
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $66,878 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $58,004 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $12,480 | not reported in the loaded dataset | 2023 |