Teall Capital Partners LLC 401(K) Profit Sharing Plan — Form 5500 plan (Teall Capital Partners 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, Teall Capital Partners LLC 401(K) Profit Sharing Plan is a benefit plan reported by Teall Capital Partners LLC under EIN 83-0591973 and plan number 001. The latest loaded filing year is 2023. The filing reports 537 participants and $9,433,421 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Teall Capital Partners LLC
- EIN
- 83-0591973
- Plan number
- 001
- Plan type
- 3
- Location
- Winston-Salem, NC
- Latest filing year
- 2023
- Participants
- 537
- End-of-year plan assets
- $9,433,421
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 537 | H, C | 20240829104913NAL0006387987002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,433,421
- Total liabilities (EOY)
- $13,838
- Net assets (EOY)
- $9,419,583
- Net assets (BOY)
- $7,155,028
Income & contributions
- Employer contributions
- $766,144
- Participant contributions
- $1,394,999
- Total contributions
- $2,379,255
- Total income / additions
- $3,872,712
Expenses & distributions
- Benefits paid
- $1,496,931
- Administrative expenses
- $111,226
- Total expenses
- $1,608,157
- Net increase / (decrease)
- $2,264,555
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Financial Life Insuran | RECORD-KEEPER | $27,938 | $0 | 2023 |
| Raymond James & Associates, Inc. | INVESTMENT ADVISORY | $23,891 | $0 | 2023 |
| Anderson Smith Wike Pllc | AUDITOR | $23,800 | $0 | 2023 |
| Administrative Fiduciary Services I | FIDUCIARY SERVICES | $15,335 | $0 | 2023 |
| Nova 401(K) Associates Lp | THIRD PARTY ADMINISTRATOR | $10,923 | $288 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Teall Capital Partners LLC
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Winston-Salem, NC
- Transamerica Financial Life Insuran — Schedule C compensation
- Raymond James & Associates, Inc. — Schedule C compensation
- Anderson Smith Wike Pllc — Schedule C compensation
- Administrative Fiduciary Services I — Schedule C compensation
- Nova 401(K) Associates Lp — Schedule C compensation