Plan5500

T.E. Properties, Inc. 401(K) Plan — Form 5500 plan (T.E. Properties, 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, T.E. Properties, Inc. 401(K) Plan is a benefit plan reported by T.E. Properties, Inc. under EIN 62-1441535 and plan number 001. The latest loaded filing year is 2023. The filing reports 174 participants and $8,134,739 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
T.E. Properties, Inc.
EIN
62-1441535
Plan number
001
Plan type
2
Location
Chattanooga, TN
Latest filing year
2023
Participants
174
End-of-year plan assets
$8,134,739

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023174H, C20241014170819NAL0045433504001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,134,739
Total liabilities (EOY)
$0
Net assets (EOY)
$8,134,739
Net assets (BOY)
$6,528,906

Income & contributions

Employer contributions
$199,265
Participant contributions
$243,539
Total contributions
$442,804
Total income / additions
$2,027,123

Expenses & distributions

Benefits paid
$386,422
Administrative expenses
$34,868
Total expenses
$421,290
Net increase / (decrease)
$1,605,833

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ftb AdvisorsBROKER$0not reported in the loaded dataset2023
Erisa Services, Inc.CONTRACT ADMIN$0not reported in the loaded dataset2023
The Vanguard Group, Inc.RECORDKEEPER$0not reported in the loaded dataset2023

Related Form 5500 pages