Toro Enterprises 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Toro Enterprises, 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, Toro Enterprises 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Toro Enterprises, Inc. under EIN 77-0396663 and plan number 001. The latest loaded filing year is 2023. The filing reports 317 participants and $11,562,900 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Toro Enterprises, Inc.
EIN
77-0396663
Plan number
001
Plan type
2
Location
Oxnard, CA
Latest filing year
2023
Participants
317
End-of-year plan assets
$11,562,900

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023317H, C20250501142028NAL0006953650001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,562,900
Total liabilities (EOY)
$0
Net assets (EOY)
$11,562,900
Net assets (BOY)
$9,705,597

Income & contributions

Employer contributions
$0
Participant contributions
$875,782
Total contributions
$914,667
Total income / additions
$2,038,994

Expenses & distributions

Benefits paid
$113,005
Administrative expenses
$28,976
Total expenses
$181,691
Net increase / (decrease)
$1,857,303

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Slwa LLCINVESTMENT ADVISOR$28,665not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$311not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$0$02023

Related Form 5500 pages