Topographic Om, Inc. Retirement Plan — Form 5500 plan (Topographic Om, 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, Topographic Om, Inc. Retirement Plan is a benefit plan reported by Topographic Om, Inc. under EIN 73-0717508 and plan number 001. The latest loaded filing year is 2023. The filing reports 358 participants and $18,134,709 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$18.1MPlan net assets, end of year$18,134,709
Participants358Covered participants reported
Assets / participant$50.7KComputed: assets ÷ participants$50,656 (computed)
Provider compensation$115.6K4 Schedule C provider row(s)$115,553
Plan sponsor
Topographic Om, Inc.
EIN
73-0717508
Plan number
001
Plan type
2
Location
Benbrook, TX
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023358H, C20240408062913NAL0037559234001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$18.1M total assets
Net assets$18.1MLiabilities$0
Money in vs. money out
Total income / additions$4.7M
Total expenses$1.4M
Benefits paid / distributions$1.3M
Contributions
Employer$551.9K
Participant$1.5M
Full reported line items

Net assets

Total assets (EOY)
$18,134,709
Total liabilities (EOY)
$0
Net assets (EOY)
$18,134,709
Net assets (BOY)
$14,818,661

Income & contributions

Employer contributions
$551,941
Participant contributions
$1,456,984
Total contributions
$2,086,886
Total income / additions
$4,699,559

Expenses & distributions

Benefits paid
$1,277,958
Administrative expenses
$105,553
Total expenses
$1,383,511
Net increase / (decrease)
$3,316,048
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 27%Participant 73%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income27%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$50,091$02023
Raymond James & Associates .00 IncINVESTMENT ADVISOR$41,960$02023
Empower Advisory Group, LLCINVESTMENT MANAGER$13,502$02023
Nova 401(K) AssociatesCONTRACT ADMINISTRATOR$0$10,0002023

Related Form 5500 pages