2023 Form 5500 filing — Tockwotton Home 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 20241015132757NAL0016488419001) for Tockwotton Home Retirement Savings Plan, reported by Tockwotton Home under EIN 05-0258881 and plan number 002. It reports 301 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015132757NAL0016488419001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tockwotton Home
- EIN
- 05-0258881
- Plan number
- 002
- Location
- East Providence, RI
- Participants
- 301
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,973,410
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,973,410
- Employer contributions
- $193,471
- Participant contributions
- $167,119
- Total income / additions
- $748,564
- Benefits paid
- $687,539
- Administrative expenses
- $2,143
- Total expenses
- $689,682
- Net increase / (decrease)
- $58,882
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $3,466 | $0 |