Tol 401(K) Retirement Plan — Form 5500 plan (Sci Acquisition Co., 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, Tol 401(K) Retirement Plan is a benefit plan reported by Sci Acquisition Co., Inc. under EIN 27-0654500 and plan number 002. The latest loaded filing year is 2023. The filing reports 543 participants and $4,428,153 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sci Acquisition Co., Inc.
EIN
27-0654500
Plan number
002
Plan type
2
Location
Austin, TX
Latest filing year
2023
Participants
543
End-of-year plan assets
$4,428,153

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023543H, C20240620093459NAL0001599088001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,428,153
Total liabilities (EOY)
$0
Net assets (EOY)
$4,428,153
Net assets (BOY)
$3,450,833

Income & contributions

Employer contributions
$128,093
Participant contributions
$769,074
Total contributions
$932,398
Total income / additions
$1,514,252

Expenses & distributions

Benefits paid
$468,597
Administrative expenses
$40,653
Total expenses
$536,932
Net increase / (decrease)
$977,320

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$38,339$02023
Procourse Fiduciary AdvisorsSERVICE PROVIDER$2,314not reported in the loaded dataset2023

Related Form 5500 pages