2023 Form 5500 filing — The Tobin Group 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 20240709121703NAL0028933986001) for The Tobin Group 401(K) Plan, reported by The Tobin Group under EIN 38-2374406 and plan number 001. It reports 210 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240709121703NAL0028933986001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Tobin Group
- EIN
- 38-2374406
- Plan number
- 001
- Location
- Farmington Hills, MI
- Participants
- 210
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,413,634
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,413,634
- Employer contributions
- $11,405
- Participant contributions
- $248,384
- Total income / additions
- $686,155
- Benefits paid
- $534,672
- Administrative expenses
- $11,347
- Total expenses
- $547,530
- Net increase / (decrease)
- $138,625
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Glass Retirement Strategies, Inc. | CONTRACT ADMIN | $11,675 | $3,336 |
| Empower Advisor Group LLC | INVESTMENT MGNT | $1,802 | not reported in the loaded dataset |
| Great-West Life & Annuity Insurance | RECORDKEEPER | $182 | $0 |