Tosca, Ltd. Retirement Savings Plan — Form 5500 plan (Tosca Services, LLC)

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, Tosca, Ltd. Retirement Savings Plan is a benefit plan reported by Tosca Services, LLC under EIN 39-0961783 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,069 participants and $23,881,130 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tosca Services, LLC
EIN
39-0961783
Plan number
003
Plan type
2
Location
Atlanta, GA
Latest filing year
2023
Participants
1,069
End-of-year plan assets
$23,881,130

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,069H, C20241008145907NAL0017837057001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,881,130
Total liabilities (EOY)
$0
Net assets (EOY)
$23,881,130
Net assets (BOY)
$19,815,851

Income & contributions

Employer contributions
$1,346,403
Participant contributions
$1,865,980
Total contributions
$3,240,037
Total income / additions
$6,651,870

Expenses & distributions

Benefits paid
$2,494,426
Administrative expenses
$92,165
Total expenses
$2,586,591
Net increase / (decrease)
$4,065,279

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pension Inc.TPA/RECORDKEEPER$57,063not reported in the loaded dataset2023
Morgan StanleyINVESTMENT ADVISOR$36,839not reported in the loaded dataset2023

Related Form 5500 pages