Tecolote Research, Inc. Employee Stock Ownership Plan — Form 5500 plan (Tecolote Research, 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, Tecolote Research, Inc. Employee Stock Ownership Plan is a benefit plan reported by Tecolote Research, Inc. under EIN 95-2834773 and plan number 001. The latest loaded filing year is 2023. The filing reports 818 participants and $320,804,850 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tecolote Research, Inc.
- EIN
- 95-2834773
- Plan number
- 001
- Plan type
- 2
- Location
- Goleta, CA
- Latest filing year
- 2023
- Participants
- 818
- End-of-year plan assets
- $320,804,850
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 818 | H | 20250314152627NAL0011926291001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $320,804,850
- Total liabilities (EOY)
- $28,848,240
- Net assets (EOY)
- $291,956,610
- Net assets (BOY)
- $216,932,632
Income & contributions
- Employer contributions
- $1,596,694
- Total contributions
- $7,112,684
- Total income / additions
- $94,179,280
Expenses & distributions
- Benefits paid
- $18,811,723
- Administrative expenses
- $0
- Total expenses
- $19,155,302
- Net increase / (decrease)
- $75,023,978
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.