Team Public Choices 401(K) Plan — Form 5500 plan (Team Public Choices, 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, Team Public Choices 401(K) Plan is a benefit plan reported by Team Public Choices, LLC under EIN 82-2887085 and plan number 001. The latest loaded filing year is 2023. The filing reports 23,919 participants and $24,301,467 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Team Public Choices, LLC
EIN
82-2887085
Plan number
001
Plan type
2
Location
San Diego, CA
Latest filing year
2023
Participants
23,919
End-of-year plan assets
$24,301,467

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202323,919H, C20241203091614NAL0001389299001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,301,467
Total liabilities (EOY)
$331,529
Net assets (EOY)
$23,969,938
Net assets (BOY)
$19,951,057

Income & contributions

Employer contributions
$427,160
Participant contributions
$2,501,099
Total contributions
$3,005,699
Total income / additions
$6,209,299

Expenses & distributions

Benefits paid
$2,090,231
Administrative expenses
$78,533
Total expenses
$2,190,418
Net increase / (decrease)
$4,018,881

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Minnesota Life Insurance CompanyNONE$48,958$02023
Usi AdvisorsNONE$29,575not reported in the loaded dataset2023

Related Form 5500 pages