Tockwotton Home Retirement Savings Plan — Form 5500 plan (Tockwotton Home)
Plain-English plan 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, Tockwotton Home Retirement Savings Plan is a benefit plan reported by Tockwotton Home under EIN 05-0258881 and plan number 002. The latest loaded filing year is 2023. The filing reports 301 participants and $3,973,410 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tockwotton Home
- EIN
- 05-0258881
- Plan number
- 002
- Plan type
- 2
- Location
- East Providence, RI
- Latest filing year
- 2023
- Participants
- 301
- End-of-year plan assets
- $3,973,410
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 301 | H, C | 20241015132757NAL0016488419001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,973,410
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,973,410
- Net assets (BOY)
- $3,914,528
Income & contributions
- Employer contributions
- $193,471
- Participant contributions
- $167,119
- Total contributions
- $378,077
- Total income / additions
- $748,564
Expenses & distributions
- Benefits paid
- $687,539
- Administrative expenses
- $2,143
- Total expenses
- $689,682
- Net increase / (decrease)
- $58,882
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $3,466 | $0 | 2023 |