Torti Gallas And Partners, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Torti Gallas And Partners, 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, Torti Gallas And Partners, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Torti Gallas And Partners, Inc. under EIN 52-0847751 and plan number 001. The latest loaded filing year is 2023. The filing reports 194 participants and $29,331,439 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Torti Gallas And Partners, Inc.
- EIN
- 52-0847751
- Plan number
- 001
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 194
- End-of-year plan assets
- $29,331,439
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 194 | H, C | 20241209162247NAL0006779107001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,331,439
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,331,439
- Net assets (BOY)
- $26,163,877
Income & contributions
- Employer contributions
- $101,317
- Participant contributions
- $1,235,576
- Total contributions
- $1,740,221
- Total income / additions
- $6,439,185
Expenses & distributions
- Benefits paid
- $3,217,612
- Administrative expenses
- $54,011
- Total expenses
- $3,271,623
- Net increase / (decrease)
- $3,167,562
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $96,457 | $0 | 2023 |
| Private Advisors Group, LLC | INVESTMENT ADVISOR | $38,513 | not reported in the loaded dataset | 2023 |
| Coastal Pension Services, Inc. | TPA | $8,640 | not reported in the loaded dataset | 2023 |
| Aprio, Llp | AUDITOR | $3,500 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,031 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Torti Gallas And Partners, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- Private Advisors Group, LLC — Schedule C compensation
- Coastal Pension Services, Inc. — Schedule C compensation
- Aprio, Llp — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation