R Torre & Company Employee 401(K) And Profit Sharing Plan — Form 5500 plan (R Torre & Company 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, R Torre & Company Employee 401(K) And Profit Sharing Plan is a benefit plan reported by R Torre & Company Inc. under EIN 94-2590264 and plan number 001. The latest loaded filing year is 2023. The filing reports 298 participants and $43,740,408 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- R Torre & Company Inc.
- EIN
- 94-2590264
- Plan number
- 001
- Plan type
- 2
- Location
- San Leandro, CA
- Latest filing year
- 2023
- Participants
- 298
- End-of-year plan assets
- $43,740,408
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 298 | H, C | 20241015061001NAL0015898403001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $43,740,408
- Total liabilities (EOY)
- $36,563
- Net assets (EOY)
- $43,703,845
- Net assets (BOY)
- $36,189,921
Income & contributions
- Employer contributions
- $1,730,412
- Participant contributions
- $2,062,418
- Total contributions
- $4,442,522
- Total income / additions
- $10,710,404
Expenses & distributions
- Benefits paid
- $3,090,229
- Administrative expenses
- $40,597
- Total expenses
- $3,196,480
- Net increase / (decrease)
- $7,513,924
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $40,597 | $0 | 2023 |