Toastmasters International, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Toastmasters International, 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, Toastmasters International, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Toastmasters International, Inc. under EIN 95-1300076 and plan number 001. The latest loaded filing year is 2023. The filing reports 196 participants and $16,190,578 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Toastmasters International, Inc.
- EIN
- 95-1300076
- Plan number
- 001
- Plan type
- 2
- Location
- Englewood, CO
- Latest filing year
- 2023
- Participants
- 196
- End-of-year plan assets
- $16,190,578
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 196 | H, C | 20241001161358NAL0004185747001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,190,578
- Net assets (EOY)
- $16,190,578
- Net assets (BOY)
- $13,659,063
Income & contributions
- Employer contributions
- $698,545
- Participant contributions
- $792,292
- Total contributions
- $1,490,837
- Total income / additions
- $3,970,209
Expenses & distributions
- Benefits paid
- $1,378,324
- Administrative expenses
- $60,370
- Total expenses
- $1,438,694
- Net increase / (decrease)
- $2,531,515
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sageview Advisory Group, | INVESTMENT ADVISOR | $29,536 | $0 | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $18,029 | $0 | 2023 |
| Crossplans | TPA | $10,625 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,931 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Toastmasters International, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Englewood, CO
- Sageview Advisory Group, — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- Crossplans — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation