Toto Usa, Inc. 401(K) Retirement Plan — Form 5500 plan (Toto Usa, 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, Toto Usa, Inc. 401(K) Retirement Plan is a benefit plan reported by Toto Usa, Inc. under EIN 58-1967262 and plan number 001. The latest loaded filing year is 2023. The filing reports 742 participants and $44,390,178 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$44.4MPlan net assets, end of year$44,390,178
Participants742Covered participants reported
Assets / participant$59.8KComputed: assets ÷ participants$59,825 (computed)
Provider compensation$89.8K2 Schedule C provider row(s)$89,815
Plan sponsor
Toto Usa, Inc.
EIN
58-1967262
Plan number
001
Plan type
2
Location
Morrow, GA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023742H, C20240918052445NAL0002362547001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$44.4M total assets
Net assets$44.4MLiabilities$0
Money in vs. money out
Total income / additions$9M
Total expenses$3.4M
Benefits paid / distributions$3.3M
Contributions
Employer$1M
Participant$2.5M
Full reported line items

Net assets

Total assets (EOY)
$44,390,178
Total liabilities (EOY)
$0
Net assets (EOY)
$44,390,178
Net assets (BOY)
$38,800,446

Income & contributions

Employer contributions
$1,030,920
Participant contributions
$2,506,012
Total contributions
$3,635,580
Total income / additions
$8,988,540

Expenses & distributions

Benefits paid
$3,300,982
Administrative expenses
$89,815
Total expenses
$3,398,808
Net increase / (decrease)
$5,589,732
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 29%Participant 71%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income37%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lpl Financial Corporation RpcpINVESTMENT/FINANCIAL ADVI$59,299$02023
Adp, Inc.RECORD KEEPER$30,516$02023

Related Form 5500 pages