Top Notch Employee Stock Ownership Plan — Form 5500 plan (Top Notch Distributors, 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, Top Notch Employee Stock Ownership Plan is a benefit plan reported by Top Notch Distributors, Inc. under EIN 93-0940340 and plan number 003. The latest loaded filing year is 2023. The filing reports 327 participants and $21,510,852 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Top Notch Distributors, Inc.
EIN
93-0940340
Plan number
003
Plan type
2
Location
Honesdale, PA
Latest filing year
2023
Participants
327
End-of-year plan assets
$21,510,852

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023327H, C20241014130227NAL0026214305001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,510,852
Total liabilities (EOY)
$1,523
Net assets (EOY)
$21,509,329
Net assets (BOY)
$18,070,923

Income & contributions

Employer contributions
$23,176
Total contributions
$545,628
Total income / additions
$4,063,234

Expenses & distributions

Benefits paid
$583,800
Administrative expenses
$41,028
Total expenses
$624,828
Net increase / (decrease)
$3,438,406

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ventura Esop Fiduciary ServicesTRUSTEE$41,027not reported in the loaded dataset2023

Related Form 5500 pages