2023 Form 5500 filing — Tomarco Contractor Specialties, Inc. 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 20240926162554NAL0000941057001) for Tomarco Contractor Specialties, Inc. 401(K) Plan, reported by Tomarco Contractor Specialties, Inc. under EIN 95-3095484 and plan number 002. It reports 548 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926162554NAL0000941057001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tomarco Contractor Specialties, Inc.
- EIN
- 95-3095484
- Plan number
- 002
- Location
- La Mirada, CA
- Participants
- 548
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,721,462
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,721,462
- Employer contributions
- $0
- Participant contributions
- $2,646,041
- Total income / additions
- $7,313,271
- Benefits paid
- $648,057
- Administrative expenses
- $95,881
- Total expenses
- $743,938
- Net increase / (decrease)
- $6,569,333
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $44,945 | $0 |
| Lpl Financial LLC | ADVISOR | $27,898 | not reported in the loaded dataset |
| Mma Securities | ADVISOR | $23,038 | not reported in the loaded dataset |