Tecolote Research, Inc. Money Purchase Pension 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. Money Purchase Pension Plan is a benefit plan reported by Tecolote Research, Inc. under EIN 95-2834773 and plan number 002. The latest loaded filing year is 2023. The filing reports 883 participants and $188,569,391 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
- 002
- Plan type
- 2
- Location
- Goleta, CA
- Latest filing year
- 2023
- Participants
- 883
- End-of-year plan assets
- $188,569,391
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 883 | H, C | 20250312190419NAL0010444659001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $188,569,391
- Net assets (EOY)
- $188,569,391
- Net assets (BOY)
- $156,605,499
Income & contributions
- Employer contributions
- $10,863,869
- Total contributions
- $11,317,157
- Total income / additions
- $40,928,559
Expenses & distributions
- Benefits paid
- $8,766,243
- Administrative expenses
- $198,424
- Total expenses
- $8,964,667
- Net increase / (decrease)
- $31,963,892
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirment Plan Services Inc | NONE | $81,351 | not reported in the loaded dataset | 2023 |
| Gerber Kawasaki Wealth & | NONE | $65,986 | not reported in the loaded dataset | 2023 |
| Nfp Retirement Inc | NONE | $36,750 | not reported in the loaded dataset | 2023 |
| West Coast Financial LLC | NONE | $5,155 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $1,133 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tecolote Research, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Goleta, CA
- Schwab Retirment Plan Services Inc — Schedule C compensation
- Gerber Kawasaki Wealth & — Schedule C compensation
- Nfp Retirement Inc — Schedule C compensation
- West Coast Financial LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation