Torti Gallas And Partners, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Torti Gallas And Partners, Inc. (EIN 52-0847751) is a plan sponsor located in Washington, DC with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
52-0847751
Location
Washington, DC
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$29,331,439
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$29,331,439

Contributions & income

Employer contributions
$101,317
Participant contributions
$1,235,576
Total income / additions
$6,439,185

Expenses & distributions

Benefits paid / distributions
$3,217,612
Total expenses
$3,271,623
Net increase / (decrease)
$3,167,562

Coverage

Total reported participants
317
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Torti Gallas And Partners, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Torti Gallas And Partners, Inc. 401(K) Profit Sharing Plan001194$29,331,4392023
Torti Gallas And Partners, Inc. Employee Benefits Plan501123not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Torti Gallas And Partners, Inc.
YearPlanParticipantsSchedulesFiling
2023Torti Gallas And Partners, Inc. Employee Benefits Plan12320241107152526NAL0010420529001
2023Torti Gallas And Partners, Inc. 401(K) Profit Sharing Plan194H, C20241209162247NAL0006779107001

Related Form 5500 pages