Topbloc 401(K) Plan — Form 5500 plan (Topbloc, LLC)

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, Topbloc 401(K) Plan is a benefit plan reported by Topbloc, LLC under EIN 81-2102104 and plan number 001. The latest loaded filing year is 2023. The filing reports 550 participants and $21,224,629 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Topbloc, LLC
EIN
81-2102104
Plan number
001
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
550
End-of-year plan assets
$21,224,629

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023550H, C20240903102635NAL0034073296001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,224,629
Total liabilities (EOY)
$0
Net assets (EOY)
$21,224,629
Net assets (BOY)
$12,220,872

Income & contributions

Employer contributions
$1,115,173
Participant contributions
$4,766,054
Total contributions
$7,102,685
Total income / additions
$10,291,449

Expenses & distributions

Benefits paid
$1,179,227
Administrative expenses
$107,686
Total expenses
$1,287,692
Net increase / (decrease)
$9,003,757

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$63,277$02023
Newfront Retirement Services IncADVISOR$39,277not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$6,926not reported in the loaded dataset2023

Related Form 5500 pages