Reedman-Toll 401(K) Plan — Form 5500 plan (Reedman-Toll, L.P.)

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, Reedman-Toll 401(K) Plan is a benefit plan reported by Reedman-Toll, L.P. under EIN 20-0632037 and plan number 001. The latest loaded filing year is 2023. The filing reports 676 participants and $18,203,211 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Reedman-Toll, L.P.
EIN
20-0632037
Plan number
001
Plan type
2
Location
Langhorne, PA
Latest filing year
2023
Participants
676
End-of-year plan assets
$18,203,211

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023676H, C20241015164259NAL0016898803001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,203,211
Total liabilities (EOY)
$13,099
Net assets (EOY)
$18,190,112
Net assets (BOY)
$16,225,064

Income & contributions

Employer contributions
$255,882
Participant contributions
$1,066,181
Total contributions
$1,327,792
Total income / additions
$3,951,689

Expenses & distributions

Benefits paid
$1,940,049
Administrative expenses
$46,592
Total expenses
$1,986,641
Net increase / (decrease)
$1,965,048

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Kestra Advisory ServicesSERVICE PROVIDER$0$41,2922023
N.A. Falcone & Associates, Inc.TPA$33,034not reported in the loaded dataset2023

Related Form 5500 pages