Tedia Company, Inc. 401(K) Plan — Form 5500 plan (Tedia Company, 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, Tedia Company, Inc. 401(K) Plan is a benefit plan reported by Tedia Company, Inc. under EIN 31-0842426 and plan number 002. The latest loaded filing year is 2023. The filing reports 146 participants and $6,427,525 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tedia Company, Inc.
- EIN
- 31-0842426
- Plan number
- 002
- Plan type
- 2
- Location
- Fairfield, OH
- Latest filing year
- 2023
- Participants
- 146
- End-of-year plan assets
- $6,427,525
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 146 | H, C | 20241004063507NAL0011805745001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,427,525
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,427,525
- Net assets (BOY)
- $5,715,927
Income & contributions
- Employer contributions
- $249,081
- Participant contributions
- $477,338
- Total contributions
- $813,526
- Total income / additions
- $1,741,888
Expenses & distributions
- Benefits paid
- $1,019,314
- Administrative expenses
- $10,976
- Total expenses
- $1,030,290
- Net increase / (decrease)
- $711,598
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $7,331 | $0 | 2023 |
| Creative Retirement Systems, Inc. | CONTRACT ADMINISTRATOR | $3,645 | $166 | 2023 |
| Sbhu Life Agency | OTHER SERVICES | $0 | $1,326 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tedia Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Fairfield, OH
- Principal Life Insurance Company — Schedule C compensation
- Creative Retirement Systems, Inc. — Schedule C compensation
- Sbhu Life Agency — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation