Tensley Consulting, Inc. 401(K) Plan — Form 5500 plan (Tensley Consulting, 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, Tensley Consulting, Inc. 401(K) Plan is a benefit plan reported by Tensley Consulting, Inc. under EIN 27-1259847 and plan number 001. The latest loaded filing year is 2023. The filing reports 125 participants and $18,982,528 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tensley Consulting, Inc.
EIN
27-1259847
Plan number
001
Plan type
2
Location
Annapolis Junction, MD
Latest filing year
2023
Participants
125
End-of-year plan assets
$18,982,528

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023125H, C20241015135116NAL0016532723001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,982,528
Total liabilities (EOY)
$0
Net assets (EOY)
$18,982,528
Net assets (BOY)
$15,819,652

Income & contributions

Employer contributions
$1,426,980
Participant contributions
$904,103
Total contributions
$2,797,261
Total income / additions
$5,667,943

Expenses & distributions

Benefits paid
$2,489,871
Administrative expenses
$11,381
Total expenses
$2,505,067
Net increase / (decrease)
$3,162,876

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Retirement PlannersTPA$2,300$8,4232023
MorningstarINVESTMENT ADVISORY$3,687$2,8472023
Voya Retirement Insurance AnnuitySERVICE PROVIDER$3,687$02023

Related Form 5500 pages