Team, Inc. Salary Deferral Plan And Trust — Form 5500 plan (Team, 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, Team, Inc. Salary Deferral Plan And Trust is a benefit plan reported by Team, Inc. under EIN 74-1765729 and plan number 002. The latest loaded filing year is 2023. The filing reports 5,738 participants and $324,145,820 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Team, Inc.
- EIN
- 74-1765729
- Plan number
- 002
- Plan type
- 2
- Location
- Sugar Land, TX
- Latest filing year
- 2023
- Participants
- 5,738
- End-of-year plan assets
- $324,145,820
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,738 | H, C | 20240725102322NAL0008140723001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $324,145,820
- Total liabilities (EOY)
- $2,436
- Net assets (EOY)
- $324,143,384
- Net assets (BOY)
- $279,927,165
Income & contributions
- Employer contributions
- $7,222,516
- Participant contributions
- $22,661,261
- Total contributions
- $31,810,780
- Total income / additions
- $82,950,033
Expenses & distributions
- Benefits paid
- $38,597,187
- Administrative expenses
- $166,990
- Total expenses
- $38,733,814
- Net increase / (decrease)
- $44,216,219
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $283,095 | not reported in the loaded dataset | 2023 |
| Melton & Melton | ACCOUNTANT/AUDITOR | $31,853 | not reported in the loaded dataset | 2023 |
| Barton Law Office'S | ATTORNEY/LEGAL | $27,516 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$175,483 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Team, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Sugar Land, TX
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Melton & Melton — Schedule C compensation
- Barton Law Office'S — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation