Topy America, Inc. 401(K) Retirement Plan — Form 5500 plan (Topy America, 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, Topy America, Inc. 401(K) Retirement Plan is a benefit plan reported by Topy America, Inc. under EIN 61-1071332 and plan number 001. The latest loaded filing year is 2023. The filing reports 351 participants and $24,639,339 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Topy America, Inc.
EIN
61-1071332
Plan number
001
Plan type
3
Location
Frankfort, KY
Latest filing year
2023
Participants
351
End-of-year plan assets
$24,639,339

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023351H, C20241014150939NAL0027663857001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,639,339
Total liabilities (EOY)
$0
Net assets (EOY)
$24,639,339
Net assets (BOY)
$22,404,739

Income & contributions

Employer contributions
$241,472
Participant contributions
$785,845
Total contributions
$1,046,354
Total income / additions
$4,148,014

Expenses & distributions

Benefits paid
$1,879,171
Administrative expenses
$10,751
Total expenses
$1,913,414
Net increase / (decrease)
$2,234,600

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Kestra Investment Services LLCADVISOR$51,629not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$40,878$02023

Related Form 5500 pages