Torn & Glasser, Inc. Employees' 401k Plan — Form 5500 plan (Torn & Glasser, 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, Torn & Glasser, Inc. Employees' 401k Plan is a benefit plan reported by Torn & Glasser, Inc. under EIN 95-2038611 and plan number 003. The latest loaded filing year is 2023. The filing reports 371 participants and $11,185,916 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Torn & Glasser, Inc.
EIN
95-2038611
Plan number
003
Plan type
2
Location
Pomona, CA
Latest filing year
2023
Participants
371
End-of-year plan assets
$11,185,916

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023371H, C20240910164405NAL0007178769001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,185,916
Total liabilities (EOY)
$0
Net assets (EOY)
$11,185,916
Net assets (BOY)
$8,832,806

Income & contributions

Employer contributions
$736,006
Participant contributions
$882,745
Total contributions
$1,618,751
Total income / additions
$3,163,153

Expenses & distributions

Benefits paid
$725,050
Administrative expenses
$80,899
Total expenses
$810,043
Net increase / (decrease)
$2,353,110

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Nfp Retirement IncADVISOR$40,000not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$39,548$02023

Related Form 5500 pages