R Torre & Company 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, R Torre & Company Inc. (EIN 94-2590264) is a plan sponsor located in San Leandro, CA with 1 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
- 94-2590264
- Location
- San Leandro, CA
- Loaded plans
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $82,321,403
- Total reported liabilities (EOY)
- $15,276,161
- Total reported net assets (EOY)
- $67,045,242
Contributions & income
- Employer contributions
- $2,900,529
- Participant contributions
- $2,062,418
- Total income / additions
- $29,486,525
Expenses & distributions
- Benefits paid / distributions
- $3,153,636
- Total expenses
- $3,626,650
- Net increase / (decrease)
- $25,859,875
Coverage
- Total reported participants
- 798
- Plans with financial statements
- 2
- Plans with provider compensation
- 2
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
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| R Torre & Company Employee 401(K) And Profit Sharing Plan | 001 | 298 | $43,740,408 | 2023 |
| Torani Team Member Employee Stock Ownership Plan | 002 | 238 | $38,580,995 | 2023 |
| R. Torre & Company Health & Welfare Benefits Plan | 501 | 262 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | R Torre & Company Employee 401(K) And Profit Sharing Plan | 298 | H, C | 20241015061001NAL0015898403001 |
| 2023 | Torani Team Member Employee Stock Ownership Plan | 238 | H, C | 20241016133839NAL0053292768001 |
| 2023 | R. Torre & Company Health & Welfare Benefits Plan | 262 | — | 20241220131002NAL0003432627001 |