Tolomatic, Inc. 401(K) & Profit Sharing Plan — Form 5500 plan (Tolomatic, 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, Tolomatic, Inc. 401(K) & Profit Sharing Plan is a benefit plan reported by Tolomatic, Inc. under EIN 41-0800494 and plan number 002. The latest loaded filing year is 2023. The filing reports 295 participants and $36,643,543 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tolomatic, Inc.
EIN
41-0800494
Plan number
002
Plan type
2
Location
Hamel, MN
Latest filing year
2023
Participants
295
End-of-year plan assets
$36,643,543

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023295H, C20240719133508NAL0012134800001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$36,643,543
Total liabilities (EOY)
$775
Net assets (EOY)
$36,642,768
Net assets (BOY)
$30,175,723

Income & contributions

Employer contributions
$790,039
Participant contributions
$1,782,331
Total contributions
$3,031,775
Total income / additions
$8,405,958

Expenses & distributions

Benefits paid
$1,864,289
Administrative expenses
$79,594
Total expenses
$1,938,913
Net increase / (decrease)
$6,467,045

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Nfp Corporate Services (Mn) IncADVISOR$45,521not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$34,073$02023

Related Form 5500 pages