Telespecialists, LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Telespecialists, 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, Telespecialists, LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Telespecialists, LLC under EIN 46-4004319 and plan number 001. The latest loaded filing year is 2023. The filing reports 174 participants and $2,997,610 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Telespecialists, LLC
- EIN
- 46-4004319
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Myers, FL
- Latest filing year
- 2023
- Participants
- 174
- End-of-year plan assets
- $2,997,610
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 174 | H, C | 20250417131834NAL0001006193001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,997,610
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,997,610
- Net assets (BOY)
- $1,407,592
Income & contributions
- Employer contributions
- $381,603
- Participant contributions
- $913,064
- Total contributions
- $1,376,470
- Total income / additions
- $1,727,743
Expenses & distributions
- Benefits paid
- $112,135
- Administrative expenses
- $25,590
- Total expenses
- $137,725
- Net increase / (decrease)
- $1,590,018
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $14,971 | $0 | 2023 |
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | $7,761 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,423 | not reported in the loaded dataset | 2023 |
| Progressive Pension Admin., Inc. | CONTRACT ADMIN | $1,080 | $1,962 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Telespecialists, LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Fort Myers, FL
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- Kestra Advisory Services LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Progressive Pension Admin., Inc. — Schedule C compensation