2023 Form 5500 filing — Tosca, Ltd. Retirement Savings 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 20241008145907NAL0017837057001) for Tosca, Ltd. Retirement Savings Plan, reported by Tosca Services, LLC under EIN 39-0961783 and plan number 003. It reports 1,069 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008145907NAL0017837057001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tosca Services, LLC
- EIN
- 39-0961783
- Plan number
- 003
- Location
- Atlanta, GA
- Participants
- 1,069
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,881,130
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,881,130
- Employer contributions
- $1,346,403
- Participant contributions
- $1,865,980
- Total income / additions
- $6,651,870
- Benefits paid
- $2,494,426
- Administrative expenses
- $92,165
- Total expenses
- $2,586,591
- Net increase / (decrease)
- $4,065,279
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pension Inc. | TPA/RECORDKEEPER | $57,063 | not reported in the loaded dataset |
| Morgan Stanley | INVESTMENT ADVISOR | $36,839 | not reported in the loaded dataset |