Technology Partners, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Technology Partners, 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, Technology Partners, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Technology Partners, LLC under EIN 56-2195793 and plan number 001. The latest loaded filing year is 2023. The filing reports 236 participants and $12,282,033 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Technology Partners, LLC
EIN
56-2195793
Plan number
001
Plan type
2
Location
Charlotte, NC
Latest filing year
2023
Participants
236
End-of-year plan assets
$12,282,033

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023236H, C20240904013725NAL0019657425001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,282,033
Total liabilities (EOY)
$0
Net assets (EOY)
$12,282,033
Net assets (BOY)
$9,372,048

Income & contributions

Employer contributions
$604,949
Participant contributions
$1,439,187
Total contributions
$2,616,517
Total income / additions
$4,461,020

Expenses & distributions

Benefits paid
$1,469,018
Administrative expenses
$82,017
Total expenses
$1,551,035
Net increase / (decrease)
$2,909,985

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch - FasREGISTERED INVESTMENT AD$15,890not reported in the loaded dataset2023
Merrill Lynch - EpsREGISTERED INVESTMENT AD$15,890not reported in the loaded dataset2023
John Hancock Life Insurance CompanyRECORDKEEPING AND INFORM$0$2,1442023

Related Form 5500 pages