Techflow, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Techflow, 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, Techflow, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Techflow, Inc. under EIN 95-4620091 and plan number 003. The latest loaded filing year is 2023. The filing reports 273 participants and $15,053,066 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Techflow, Inc.
- EIN
- 95-4620091
- Plan number
- 003
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 273
- End-of-year plan assets
- $15,053,066
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 273 | H, C | 20241009181800NAL0019769473001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,053,066
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,053,066
- Net assets (BOY)
- $13,986,278
Income & contributions
- Employer contributions
- $457,416
- Participant contributions
- $1,172,780
- Total contributions
- $1,664,842
- Total income / additions
- $3,929,471
Expenses & distributions
- Benefits paid
- $2,780,590
- Administrative expenses
- $73,454
- Total expenses
- $2,862,683
- Net increase / (decrease)
- $1,066,788
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $28,097 | $0 | 2023 |
| Townsquare Capital Inc | INVESTMENT ADVISOR | $19,257 | not reported in the loaded dataset | 2023 |
| Ascent Retirement Advisors LLC | INVESTMENT ADVISOR | $17,892 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $8,208 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Techflow, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- Empower Annuity Insurance Company O — Schedule C compensation
- Townsquare Capital Inc — Schedule C compensation
- Ascent Retirement Advisors LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation