Topocean Consolidation Service (La), Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Topocean Consolidation Service (La) 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, Topocean Consolidation Service (La), Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Topocean Consolidation Service (La) Inc. under EIN 95-4515106 and plan number 001. The latest loaded filing year is 2023. The filing reports 316 participants and $20,444,385 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$20.4MPlan net assets, end of year$20,444,385
Participants316Covered participants reported
Assets / participant$64.7KComputed: assets ÷ participants$64,697 (computed)
Provider compensation$31.3K3 Schedule C provider row(s)$31,317
Plan sponsor
Topocean Consolidation Service (La) Inc.
EIN
95-4515106
Plan number
001
Plan type
2
Location
City Of Industry, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023316H, C20241015150622NAL0028874337001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$20.4M total assets
Net assets$20.4MLiabilities
Money in vs. money out
Total income / additions$5M
Total expenses$831.7K
Benefits paid / distributions$801.5K
Contributions
Employer$497.2K
Participant$1.5M
Full reported line items

Net assets

Total assets (EOY)
$20,444,385
Net assets (EOY)
$20,444,385
Net assets (BOY)
$16,323,462

Income & contributions

Employer contributions
$497,237
Participant contributions
$1,541,917
Total contributions
$2,060,379
Total income / additions
$4,952,604

Expenses & distributions

Benefits paid
$801,511
Administrative expenses
$24,609
Total expenses
$831,681
Net increase / (decrease)
$4,120,923
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 24%Participant 76%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income16%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morninnstar InvestementSERVICE PROVI DER ADVI$10,417$2,9842023
Pensionmark Financial Group LLCINVESTMENT AD VISOR$0$9,1472023
Transition Finance Strategies LLCTPAnot reported in the loaded dataset$8,7692023

Related Form 5500 pages