Plan5500

Tony'S Express, Inc. & Economy Packaging, Inc. 401(K) Plan — Form 5500 plan (Tony'S Express, Inc. & Economy Packaging, 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, Tony'S Express, Inc. & Economy Packaging, Inc. 401(K) Plan is a benefit plan reported by Tony'S Express, Inc. & Economy Packaging, Inc. under EIN 95-2392469 and plan number 001. The latest loaded filing year is 2023. The filing reports 224 participants and $4,155,802 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tony'S Express, Inc. & Economy Packaging, Inc.
EIN
95-2392469
Plan number
001
Plan type
2
Location
Fontana, CA
Latest filing year
2023
Participants
224
End-of-year plan assets
$4,155,802

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023224H, C20251003115750NAL0000841363001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,155,802
Net assets (EOY)
$4,155,802
Net assets (BOY)
$5,908,038

Income & contributions

Employer contributions
$0
Participant contributions
$142,045
Total contributions
$142,045
Total income / additions
$1,023,939

Expenses & distributions

Benefits paid
$2,775,877
Administrative expenses
$298
Total expenses
$2,776,175
Net increase / (decrease)
-$1,752,236

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Hicks Pension Servicesnot reported in the loaded dataset$0$2,6822023
Empower Annuity Insurance Companynot reported in the loaded dataset$1,134$02023
Empower Advisory Groupnot reported in the loaded dataset$14not reported in the loaded dataset2023

Related Form 5500 pages