Tenowo, Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Tenowo, 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, Tenowo, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Tenowo, Inc. under EIN 56-1752394 and plan number 001. The latest loaded filing year is 2023. The filing reports 129 participants and $3,702,962 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tenowo, Inc.
- EIN
- 56-1752394
- Plan number
- 001
- Plan type
- 2
- Location
- Lincolnton, NC
- Latest filing year
- 2023
- Participants
- 129
- End-of-year plan assets
- $3,702,962
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 129 | H, C | 20241014151052NAL0052832354001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,702,962
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,702,962
- Net assets (BOY)
- $3,031,872
Income & contributions
- Employer contributions
- $160,589
- Participant contributions
- $281,873
- Total contributions
- $442,462
- Total income / additions
- $901,786
Expenses & distributions
- Benefits paid
- $226,070
- Administrative expenses
- $3,586
- Total expenses
- $230,696
- Net increase / (decrease)
- $671,090
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| First Heartland Consultants | INVESTMENT ADVISOR | $15,535 | not reported in the loaded dataset | 2023 |
| Ascensus Holdings Inc Dba | CONTRACT ADMIN | $0 | $3,270 | 2023 |
| Linsco/Private Ledger Corp | BROKER/ADVISOR | $0 | $704 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $694 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tenowo, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Lincolnton, NC
- First Heartland Consultants — Schedule C compensation
- Ascensus Holdings Inc Dba — Schedule C compensation
- Linsco/Private Ledger Corp — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation