2023 Form 5500 filing — Tonkon Torp Llp Profit Sharing And 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 20240729180715NAL0032765872004) for Tonkon Torp Llp Profit Sharing And 401(K) Plan, reported by Tonkon Torp Llp Profit Sharing And 401(K) Plan under EIN 93-0633194 and plan number 004. It reports 234 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729180715NAL0032765872004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tonkon Torp Llp Profit Sharing And 401(K) Plan
- EIN
- 93-0633194
- Plan number
- 004
- Location
- Portland, OR
- Participants
- 234
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $127,148,570
- Total liabilities (EOY)
- $4,618
- Net assets (EOY)
- $127,143,952
- Employer contributions
- $2,391,469
- Participant contributions
- $2,440,755
- Total income / additions
- $23,365,264
- Benefits paid
- $4,946,230
- Administrative expenses
- $338,822
- Total expenses
- $5,285,052
- Net increase / (decrease)
- $18,080,212
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Vista Capital Partners | NONE | $69,760 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $68,225 | not reported in the loaded dataset |
| Ferguson Wellman Capital Management | NONE | $56,492 | not reported in the loaded dataset |
| Auxier Asset Management LLC | NONE | $31,843 | not reported in the loaded dataset |
| Cairn Investment Group Inc | NONE | $20,868 | not reported in the loaded dataset |
| Vision Capital Management Inc. | NONE | $20,079 | not reported in the loaded dataset |
| Morgan Stanley Capital Manage | NONE | $17,500 | not reported in the loaded dataset |
| Envestnet Asset Management Inc | NONE | $10,138 | not reported in the loaded dataset |
| Becker Capital Management Inc | NONE | $7,571 | not reported in the loaded dataset |