Toma & Associates, Inc. Retirement Plan — Form 5500 plan (Toma & Associates, Inc.)
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, Toma & Associates, Inc. Retirement Plan is a benefit plan reported by Toma & Associates, Inc. under EIN 26-0426937 and plan number 001. The latest loaded filing year is 2023. The filing reports 5 participants and $845,809 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Toma & Associates, Inc.
- EIN
- 26-0426937
- Plan number
- 001
- Plan type
- 2
- Location
- Jackson, CA
- Latest filing year
- 2023
- Participants
- 5
- End-of-year plan assets
- $845,809
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5 | I | 20241015152243NAL0028916641001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $845,809
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $845,809
- Net assets (BOY)
- $728,727
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $22,931
- Total income / additions
- $121,394
Expenses & distributions
- Benefits paid
- $4,312
- Administrative expenses
- $0
- Total expenses
- $4,312
- Net increase / (decrease)
- $117,082
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.