Teutonic Holdings, LLC 401(K) Plan — Form 5500 plan (Teutonic Holdings, LLC)

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, Teutonic Holdings, LLC 401(K) Plan is a benefit plan reported by Teutonic Holdings, LLC under EIN 45-4049730 and plan number 001. The latest loaded filing year is 2023. The filing reports 211 participants and $7,088,421 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$7MPlan net assets, end of year$7,008,038
Participants211Covered participants reported
Assets / participant$33.6KComputed: assets ÷ participants$33,594 (computed)
Provider compensation$6.8K2 Schedule C provider row(s)$6,848
Plan sponsor
Teutonic Holdings, LLC
EIN
45-4049730
Plan number
001
Plan type
2
Location
Northridge, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023211H, C20241015210008NAL0049771472001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$7.1M total assets
Net assets$7MLiabilities$80.4K
Money in vs. money out
Total income / additions$2.1M
Total expenses$418.1K
Benefits paid / distributions$333.5K
Contributions
Employer$368.3K
Participant$679.5K
Full reported line items

Net assets

Total assets (EOY)
$7,088,421
Total liabilities (EOY)
$80,383
Net assets (EOY)
$7,008,038
Net assets (BOY)
$5,293,365

Income & contributions

Employer contributions
$368,291
Participant contributions
$679,522
Total contributions
$1,131,815
Total income / additions
$2,132,793

Expenses & distributions

Benefits paid
$333,496
Administrative expenses
$4,241
Total expenses
$418,120
Net increase / (decrease)
$1,714,673
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 35%Participant 65%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income16%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$4,240$02023
S B H U Life Agency IncOTHER SERVICES$0$2,6082023

Related Form 5500 pages