2023 Form 5500 filing — Tony'S Express, Inc. & Economy Packaging, Inc. 401(K) 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 20251003115750NAL0000841363001) for Tony'S Express, Inc. & Economy Packaging, Inc. 401(K) Plan, reported by Tony'S Express, Inc. & Economy Packaging, Inc. under EIN 95-2392469 and plan number 001. It reports 224 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251003115750NAL0000841363001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tony'S Express, Inc. & Economy Packaging, Inc.
- EIN
- 95-2392469
- Plan number
- 001
- Location
- Fontana, CA
- Participants
- 224
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,155,802
- Net assets (EOY)
- $4,155,802
- Employer contributions
- $0
- Participant contributions
- $142,045
- Total income / additions
- $1,023,939
- Benefits paid
- $2,775,877
- Administrative expenses
- $298
- Total expenses
- $2,776,175
- Net increase / (decrease)
- -$1,752,236
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hicks Pension Services | not reported in the loaded dataset | $0 | $2,682 |
| Empower Annuity Insurance Company | not reported in the loaded dataset | $1,134 | $0 |
| Empower Advisory Group | not reported in the loaded dataset | $14 | not reported in the loaded dataset |