Tecan U.S. Inc. 401(K) Plan — Form 5500 plan (Tecan U.S., 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, Tecan U.S. Inc. 401(K) Plan is a benefit plan reported by Tecan U.S., Inc. under EIN 56-1337248 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,070 participants and $117,477,618 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tecan U.S., Inc.
- EIN
- 56-1337248
- Plan number
- 001
- Plan type
- 2
- Location
- Morrisville, NC
- Latest filing year
- 2023
- Participants
- 1,070
- End-of-year plan assets
- $117,477,618
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,070 | H, C | 20241015160309NAL0015035059001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $117,477,618
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $117,477,618
- Net assets (BOY)
- $68,549,756
Income & contributions
- Employer contributions
- $5,253,662
- Participant contributions
- $11,282,295
- Total contributions
- $18,061,042
- Total income / additions
- $35,268,326
Expenses & distributions
- Benefits paid
- $9,709,336
- Administrative expenses
- $167,122
- Total expenses
- $9,798,000
- Net increase / (decrease)
- $25,470,326
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $82,300 | $0 | 2023 |
| Mma Securities | ADVISOR | $37,500 | not reported in the loaded dataset | 2023 |
| Lpl Financial LLC | ADVISOR | $37,500 | not reported in the loaded dataset | 2023 |
| Global Retirement Partners, LLC | CONSULTANT | $9,822 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tecan U.S., Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Morrisville, NC
- Fidelity Investments Institutional — Schedule C compensation
- Mma Securities — Schedule C compensation
- Lpl Financial LLC — Schedule C compensation
- Global Retirement Partners, LLC — Schedule C compensation