Tyler Technologies, Inc. 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Tyler Technologies, 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, Tyler Technologies, Inc. 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Tyler Technologies, Inc. under EIN 75-2303920 and plan number 002. The latest loaded filing year is 2023. The filing reports 8,973 participants and $1,041,018,337 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tyler Technologies, Inc.
- EIN
- 75-2303920
- Plan number
- 002
- Plan type
- 2
- Location
- Plano, TX
- Latest filing year
- 2023
- Participants
- 8,973
- End-of-year plan assets
- $1,041,018,337
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,973 | H, C | 20240724104735NAL0012506721001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,041,018,337
- Total liabilities (EOY)
- $84
- Net assets (EOY)
- $1,041,018,253
- Net assets (BOY)
- $829,560,830
Income & contributions
- Employer contributions
- $18,589,330
- Participant contributions
- $66,138,704
- Total contributions
- $91,511,122
- Total income / additions
- $268,913,504
Expenses & distributions
- Benefits paid
- $56,836,994
- Administrative expenses
- $585,466
- Total expenses
- $57,456,081
- Net increase / (decrease)
- $211,457,423
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $273,886 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $241,709 | not reported in the loaded dataset | 2023 |
| Valmark Advisers, Inc. | INVESTMENT ADVISOR | $55,000 | not reported in the loaded dataset | 2023 |
| Baker Tilly Us, Llp | ACCOUNTANT/AUDITOR | $19,425 | not reported in the loaded dataset | 2023 |
| Verrill Dana Llp | ATTORNEY/LEGAL | $5,568 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tyler Technologies, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Plano, TX
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Valmark Advisers, Inc. — Schedule C compensation
- Baker Tilly Us, Llp — Schedule C compensation
- Verrill Dana Llp — Schedule C compensation