2023 Form 5500 filing — Toro Enterprises 401(K) Profit Sharing Plan And Trust

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 20250501142028NAL0006953650001) for Toro Enterprises 401(K) Profit Sharing Plan And Trust, reported by Toro Enterprises, Inc. under EIN 77-0396663 and plan number 001. It reports 317 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250501142028NAL0006953650001
Filing year
2023
Form type
2
Plan sponsor
Toro Enterprises, Inc.
EIN
77-0396663
Plan number
001
Location
Oxnard, CA
Participants
317
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$11,562,900
Total liabilities (EOY)
$0
Net assets (EOY)
$11,562,900
Employer contributions
$0
Participant contributions
$875,782
Total income / additions
$2,038,994
Benefits paid
$113,005
Administrative expenses
$28,976
Total expenses
$181,691
Net increase / (decrease)
$1,857,303
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Slwa LLCINVESTMENT ADVISOR$28,665not reported in the loaded dataset
Empower Advisory Group, LLCINVESTMENT MGMT$311not reported in the loaded dataset
Empower Annuity Insurance Company ORECORDKEEPER$0$0

Related Form 5500 pages