2023 Form 5500 filing — Toastmasters International, Inc. 401(K) Profit Sharing 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 20241001161358NAL0004185747001) for Toastmasters International, Inc. 401(K) Profit Sharing Plan, reported by Toastmasters International, Inc. under EIN 95-1300076 and plan number 001. It reports 196 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001161358NAL0004185747001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Toastmasters International, Inc.
- EIN
- 95-1300076
- Plan number
- 001
- Location
- Englewood, CO
- Participants
- 196
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,190,578
- Net assets (EOY)
- $16,190,578
- Employer contributions
- $698,545
- Participant contributions
- $792,292
- Total income / additions
- $3,970,209
- Benefits paid
- $1,378,324
- Administrative expenses
- $60,370
- Total expenses
- $1,438,694
- Net increase / (decrease)
- $2,531,515
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sageview Advisory Group, | INVESTMENT ADVISOR | $29,536 | $0 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $18,029 | $0 |
| Crossplans | TPA | $10,625 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,931 | $0 |