Technology Partners, Inc. 401(K) Plan — Form 5500 plan (Technology Partners, 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, Technology Partners, Inc. 401(K) Plan is a benefit plan reported by Technology Partners, Inc. under EIN 43-1680520 and plan number 001. The latest loaded filing year is 2023. The filing reports 368 participants and $20,154,186 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Technology Partners, Inc.
- EIN
- 43-1680520
- Plan number
- 001
- Plan type
- 2
- Location
- Chesterfield, MO
- Latest filing year
- 2023
- Participants
- 368
- End-of-year plan assets
- $20,154,186
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 368 | H, C | 20240729121725NAL0012491443001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,154,186
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,154,186
- Net assets (BOY)
- $17,352,090
Income & contributions
- Employer contributions
- $100,633
- Participant contributions
- $1,807,694
- Total contributions
- $1,978,602
- Total income / additions
- $5,102,184
Expenses & distributions
- Benefits paid
- $2,198,042
- Administrative expenses
- $102,046
- Total expenses
- $2,300,088
- Net increase / (decrease)
- $2,802,096
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Epic Retirement Plan Services | NONE | $47,070 | not reported in the loaded dataset | 2023 |
| Moneta Group LLC | NONE | $42,502 | not reported in the loaded dataset | 2023 |
| Forvis, Llp | NONE | $12,474 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $6,117 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Technology Partners, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Chesterfield, MO
- Epic Retirement Plan Services — Schedule C compensation
- Moneta Group LLC — Schedule C compensation
- Forvis, Llp — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation