Tomz Corporation 401k Profit Sharing Plan — Form 5500 plan (Tomz Corporation)
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, Tomz Corporation 401k Profit Sharing Plan is a benefit plan reported by Tomz Corporation under EIN 06-1253487 and plan number 001. The latest loaded filing year is 2023. The filing reports 293 participants and $9,565,283 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tomz Corporation
- EIN
- 06-1253487
- Plan number
- 001
- Plan type
- 2
- Location
- Berlin, CT
- Latest filing year
- 2023
- Participants
- 293
- End-of-year plan assets
- $9,565,283
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 293 | H, C | 20250912120136NAL0000805203001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,565,283
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,565,283
- Net assets (BOY)
- $7,780,971
Income & contributions
- Employer contributions
- $375,081
- Participant contributions
- $934,660
- Total contributions
- $1,948,330
- Total income / additions
- $3,597,707
Expenses & distributions
- Benefits paid
- $1,768,132
- Administrative expenses
- $45,263
- Total expenses
- $1,813,395
- Net increase / (decrease)
- $1,784,312
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $38,667 | $0 | 2023 |
| Rbc Capital Markets LLC | BROKER/ADVISOR | $0 | $20,287 | 2023 |
| Pasi, LLC | CONTRACT ADMIN | $7,315 | $4,204 | 2023 |
| Envestnet Retirement Solutions, LLC | OTHER | $1,561 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tomz Corporation
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Berlin, CT
- Empower Annuity Insurance Company O — Schedule C compensation
- Rbc Capital Markets LLC — Schedule C compensation
- Pasi, LLC — Schedule C compensation
- Envestnet Retirement Solutions, LLC — Schedule C compensation