2023 Form 5500 filing — Td 401(K) Retirement 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 20241009125717NAL0009213667001) for Td 401(K) Retirement Plan, reported by Td Bank Us Holding Company under EIN 01-0437984 and plan number 003. It reports 44,993 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009125717NAL0009213667001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Td Bank Us Holding Company
- EIN
- 01-0437984
- Plan number
- 003
- Location
- Falmouth, ME
- Participants
- 44,993
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,942,173,822
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,942,173,822
- Employer contributions
- $168,463,260
- Participant contributions
- $201,483,913
- Total income / additions
- $1,150,270,872
- Benefits paid
- $289,723,831
- Administrative expenses
- $1,187,742
- Total expenses
- $290,911,573
- Net increase / (decrease)
- $859,359,299
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $1,073,923 | $0 |
| Morningstar | NONE | $116,590 | not reported in the loaded dataset |