2023 Form 5500 filing — Tonoga, Inc. Profit Sharing/401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240607113517NAL0047853074001) for Tonoga, Inc. Profit Sharing/401(K) Plan, reported by Tonoga , Inc. under EIN 22-3786104 and plan number 002. It reports 312 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$29.3MReported net assets$29,318,960
Participants312
Provider compensation$1K2 Schedule C row(s)$1,037
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240607113517NAL0047853074001
- Plan sponsor
- Tonoga , Inc.
- EIN
- 22-3786104
- Plan number
- 002
- Location
- Petersburgh, NY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$29.3M total assets
Net assets$29.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $29,318,960
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,318,960
- Employer contributions
- $836,225
- Participant contributions
- $1,228,477
- Total income / additions
- $6,028,935
- Benefits paid
- $1,290,466
- Administrative expenses
- $4,921
- Total expenses
- $1,297,121
- Net increase / (decrease)
- $4,731,814
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $1,035 | $0 |
| Swbc Investment Advisory Serv LLC D | INVESTMENT ADVISOR | $2 | not reported in the loaded dataset |