Plan5500

Tti Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Tti, 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, Tti Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Tti, Inc. under EIN 39-1601474 and plan number 001. The latest loaded filing year is 2023. The filing reports 148 participants and $12,603,457 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tti, Inc.
EIN
39-1601474
Plan number
001
Plan type
2
Location
Eden, WI
Latest filing year
2023
Participants
148
End-of-year plan assets
$12,603,457

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023148H, C20250710114020NAL0003457091001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,603,457
Total liabilities (EOY)
$0
Net assets (EOY)
$12,603,457
Net assets (BOY)
$11,115,315

Income & contributions

Employer contributions
$124,084
Participant contributions
$429,097
Total contributions
$553,181
Total income / additions
$3,392,406

Expenses & distributions

Benefits paid
$1,859,131
Administrative expenses
$45,133
Total expenses
$1,904,264
Net increase / (decrease)
$1,488,142

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cliftonlarsonallen Wealth AdvisorsINVESTMENT MANAGEMENT$29,692not reported in the loaded dataset2023
American Trust CompanyRECORDKEEPER$11,141not reported in the loaded dataset2023
Map Retirement Usa LLCTPA$4,300not reported in the loaded dataset2023

Related Form 5500 pages