Original filing (PDF)20241015183401NAL0030639969001

THE TECHNOLOGY OPPORTUNITY GROUP, LTD.

Name: THE TECHNOLOGY OPPORTUNITY GROUP, LTD. — THE TECHNOLOGY OPPORTUNITY GROUP, LTD. PROFIT SHARING PLAN, Form 5500 (2023)
Creator: THE TECHNOLOGY OPPORTUNITY GROUP, LTD.

Form 5500-SF

FILING_RECEIVED

THE TECHNOLOGY OPPORTUNITY GROUP, LTD. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$712K

Net assets (EOY)

$712K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE TECHNOLOGY OPPORTUNITY GROUP, LTD..

Plan sponsor

Name

THE TECHNOLOGY OPPORTUNITY GROUP, LTD.

EIN

13-4144596

Address

254 SOUTH MAIN STREET · SUITE 410 · NEW CITY, NY · 10956

Phone

(800) 411-3611

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2H · Partial participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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