Tec-Corp Employees' Retirement Plan — Form 5500 plan (Tec-Corp)
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, Tec-Corp Employees' Retirement Plan is a benefit plan reported by Tec-Corp under EIN 42-1011760 and plan number 001. The latest loaded filing year is 2023. The filing reports 140 participants and $12,917,036 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tec-Corp
- EIN
- 42-1011760
- Plan number
- 001
- Plan type
- 2
- Location
- Sioux City, IA
- Latest filing year
- 2023
- Participants
- 140
- End-of-year plan assets
- $12,917,036
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 140 | H, C | 20241011132525NAL0022828065001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,917,036
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,917,036
- Net assets (BOY)
- $10,508,803
Income & contributions
- Employer contributions
- $201,144
- Participant contributions
- $1,024,510
- Total contributions
- $1,225,654
- Total income / additions
- $3,200,697
Expenses & distributions
- Benefits paid
- $735,600
- Administrative expenses
- $51,721
- Total expenses
- $792,464
- Net increase / (decrease)
- $2,408,233
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Visionpoint Advisory Group | ADVISOR | $33,374 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $18,347 | $0 | 2023 |